Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$845K Buy
2025
Q2
$835K Buy
2025
Q1
$924K Sell
2024
Q4
$784K Buy
2024
Q3
$865K Hold
2024
Q2
$838K Sell
2024
Q1
$768K Sell
2023
Q4
$807K Buy
2023
Q3
$753K Sell
2023
Q2
$675K Buy
2023
Q1
$702K Hold
2022
Q4
$702K Buy