Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$308K Hold
2025
Q2
$297K Sell
2025
Q1
$437K Sell
2024
Q4
$617K Hold
2024
Q3
$600K Hold
2024
Q2
$658K Hold
2024
Q1
$636K Hold
2023
Q4
$555K Hold
2023
Q3
$581K Hold
2023
Q2
$544K Sell
2023
Q1
$515K Sell
2022
Q4
$404K Buy