Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$564K Sell
2025
Q2
$697K Buy
2025
Q1
$612K Buy
2024
Q4
$596K Sell
2024
Q3
$606K Buy
2024
Q2
$466K Sell
2024
Q1
$601K Buy
2023
Q4
$476K Buy
2023
Q3
$435K Hold
2023
Q2
$528K Buy
2023
Q1
$520K Buy