Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$581K Sell
2025
Q2
$642K Sell
2025
Q1
$676K Sell
2024
Q4
$584K Sell
2024
Q3
$622K Sell
2024
Q2
$689K Hold
2024
Q1
$640K Sell
2023
Q4
$634K Buy
2023
Q3
$505K Sell
2023
Q2
$595K Hold
2023
Q1
$567K Hold
2022
Q4
$561K Buy
2022
Q3
$490K Sell
2022
Q2
$515K Buy