Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$632K Hold
2025
Q2
$451K Hold
2025
Q1
$368K Hold
2024
Q4
$574K Hold
2024
Q3
$372K Hold
2024
Q2
$281K Sell
2024
Q1
$355K Hold
2023
Q4
$502K Sell
2023
Q3
$555K Buy
2023
Q1
$461K Buy
2022
Q4
$243K Buy
2022
Q3
$390K Hold
2022
Q2
$330K Buy
2022
Q1
$313K Buy