Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$772K Buy
2025
Q2
$763K Sell
2025
Q1
$931K Buy
2024
Q4
$863K Buy
2024
Q3
$744K Buy
2024
Q2
$544K Hold
2024
Q1
$534K Buy
2023
Q4
$422K Sell
2023
Q3
$393K Buy
2023
Q2
$254K Sell
2023
Q1
$272K Buy
2022
Q4
$274K Buy
2022
Q2
Sell
2022
Q1
$214K Buy