Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$591K Hold
2025
Q1
$616K Sell
2024
Q4
$542K Sell
2024
Q3
$577K Sell
2024
Q2
$640K Hold
2024
Q1
$595K Sell
2023
Q4
$636K Hold
2023
Q3
$623K Hold
2023
Q2
$584K Sell
2023
Q1
$593K Hold
2022
Q4
$587K Hold
2022
Q3
$513K Sell
2022
Q2
$555K Buy
2022
Q1
$582K Buy