Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$737K Sell
2025
Q2
$830K Sell
2025
Q1
$619K Hold
2024
Q4
$592K Hold
2024
Q3
$471K Hold
2024
Q2
$448K Sell
2024
Q1
$480K Sell
2023
Q4
$392K Hold
2023
Q3
$304K Hold
2023
Q2
$355K Sell
2023
Q1
$323K Hold
2022
Q4
$276K Sell
2022
Q3
$225K Buy
2022
Q2
Sell
2022
Q1
$307 Hold
2021
Q4
$350K Buy