Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$785K Hold
2025
Q2
$742K Hold
2025
Q1
$782K Hold
2024
Q4
$727K Sell
2024
Q3
$801K Buy
2024
Q2
$628K Hold
2024
Q1
$604K Hold
2023
Q4
$580K Hold
2023
Q3
$540K Hold
2023
Q2
$491K Hold
2023
Q1
$454K Sell
2022
Q4
$513K Buy