Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$448K Buy
2025
Q2
$447K Buy
2025
Q1
$392K Buy
2024
Q4
$357K Hold
2024
Q3
$321K Hold
2024
Q2
$286K Sell
2024
Q1
$303K Hold
2023
Q4
$306K Hold
2023
Q3
$326K Sell
2023
Q2
$315K Sell
2023
Q1
$320K Sell
2022
Q4
$299K Buy