Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$737K Sell
2025
Q1
$665K Hold
2024
Q4
$708K Hold
2024
Q3
$669K Sell
2024
Q2
$804K Hold
2024
Q1
$868K Hold
2023
Q4
$907K Hold
2023
Q3
$744K Hold
2023
Q2
$826K Hold
2023
Q1
$832K Hold
2022
Q4
$604K Hold
2022
Q3
$554K Hold
2022
Q2
$598K Buy