Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$593K Sell
2025
Q1
$693K Sell
2024
Q4
$581K Buy
2024
Q3
$701K Hold
2024
Q2
$679K Sell
2024
Q1
$621K Buy
2023
Q4
$613K Buy
2023
Q3
$545K Hold
2023
Q2
$450K Sell
2023
Q1
$490K Buy
2022
Q4
$533K Buy
2022
Q3
$397K Sell
2022
Q2
$428K Buy
2022
Q1
$423K Buy