Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$613K Hold
2025
Q1
$507K Hold
2024
Q4
$565K Sell
2024
Q3
$430K Sell
2024
Q2
$381K Sell
2024
Q1
$458K Hold
2023
Q4
$462K Hold
2023
Q3
$324K Sell
2023
Q2
$397K Buy
2023
Q1
$293K Buy
2022
Q4
$203K Buy