Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$501K Hold
2025
Q2
$551K Sell
2025
Q1
$541K Sell
2024
Q4
$583K Sell
2024
Q3
$736K Sell
2024
Q2
$738K Hold
2024
Q1
$724K Sell
2023
Q4
$632K Hold
2023
Q3
$574K Sell
2023
Q2
$740K Hold
2023
Q1
$761K Sell
2022
Q4
$706K Buy