Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$609K Hold
2025
Q2
$560K Sell
2025
Q1
$608K Buy
2024
Q4
$605K Sell
2024
Q3
$639K Hold
2024
Q2
$584K Hold
2024
Q1
$664K Hold
2023
Q4
$598K Sell
2023
Q3
$744K Sell
2023
Q2
$848K Sell
2023
Q1
$888K Buy
2022
Q4
$872K Buy
2022
Q3
$786K Buy