Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$789K Hold
2025
Q2
$843K Hold
2025
Q1
$806K Sell
2024
Q4
$811K Hold
2024
Q3
$785K Hold
2024
Q2
$752K Hold
2024
Q1
$648K Hold
2023
Q4
$584K Hold
2023
Q3
$500K Hold
2023
Q2
$476K Buy
2023
Q1
$423K Sell
2022
Q4
$399K Buy