Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$689K Hold
2025
Q2
$734K Hold
2025
Q1
$775K Sell
2024
Q4
$807K Buy
2024
Q3
$629K Hold
2024
Q2
$558K Buy
2024
Q1
$543K Hold
2023
Q4
$633K Hold
2023
Q3
$558K Hold
2023
Q2
$552K Hold
2023
Q1
$534K Buy
2022
Q1
Sell
2021
Q4
$310K Buy