Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$497K Hold
2025
Q2
$498K Hold
2025
Q1
$557K Sell
2024
Q4
$733K Hold
2024
Q3
$706K Hold
2024
Q2
$599K Hold
2024
Q1
$681K Hold
2023
Q4
$594K Hold
2023
Q3
$662K Hold
2023
Q2
$705K Hold
2023
Q1
$644K Hold
2022
Q4
$613K Hold
2022
Q3
$547K Hold
2022
Q2
$550K Sell
2022
Q1
$713K Buy