Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$672K Sell
2025
Q2
$1.39M Buy
2025
Q1
$725K Hold
2024
Q4
$620K Hold
2024
Q3
$653K Hold
2024
Q2
$715K Hold
2024
Q1
$664K Hold
2023
Q4
$651K Sell
2023
Q3
$650K Hold
2023
Q2
$610K Hold
2023
Q1
$581K Hold
2022
Q4
$575K Sell
2022
Q3
$602K Hold
2022
Q2
$633K Sell
2022
Q1
$671K Buy