Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$525K Buy
2025
Q2
$512K Buy
2025
Q1
$541K Sell
2024
Q4
$455K Buy
2024
Q3
$563K Hold
2024
Q2
$545K Buy
2024
Q1
$496K Sell
2023
Q4
$503K Sell
2023
Q3
$498K Buy
2023
Q2
$390K Buy
2023
Q1
$376K Sell
2022
Q4
$439K Sell
2022
Q3
$396K Hold
2022
Q2
$427K Buy
2022
Q1
$414K Buy