Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$785K Hold
2025
Q2
$770K Hold
2025
Q1
$743K Buy
2024
Q4
$652K Buy
2024
Q3
$690K Sell
2024
Q2
$592K Sell
2024
Q1
$627K Sell
2023
Q4
$838K Sell
2023
Q3
$739K Buy
2023
Q2
$781K Sell
2023
Q1
$850K Buy
2022
Q4
$963K Buy