Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$507K Buy
2025
Q2
$390K Sell
2025
Q1
$444K Sell
2024
Q4
$495K Sell
2024
Q3
$613K Sell
2024
Q2
$701K Sell
2024
Q1
$757K Hold
2023
Q4
$625K Sell
2023
Q3
$603K Hold
2023
Q2
$676K Sell
2023
Q1
$650K Buy
2022
Q4
$655K Buy