Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$440K Sell
2025
Q2
$461K Sell
2025
Q1
$495K Sell
2024
Q4
$456K Sell
2024
Q3
$497K Sell
2024
Q2
$562K Buy
2024
Q1
$502K Hold
2023
Q4
$492K Sell
2023
Q3
$560K Sell
2023
Q2
$557K Sell
2023
Q1
$542K Sell
2022
Q4
$545K Sell
2022
Q3
$571K Buy