Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$667K Sell
2025
Q2
$636K Buy
2025
Q1
$687K Buy
2024
Q4
$767K Hold
2024
Q3
$713K Sell
2024
Q2
$656K Sell
2024
Q1
$578K Hold
2023
Q4
$649K Buy
2023
Q3
$575K Buy
2023
Q2
$577K Sell
2023
Q1
$494K Sell
2022
Q4
$426K Buy