Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$519K Hold
2025
Q1
$598K Sell
2024
Q4
$616K Sell
2024
Q3
$643K Hold
2024
Q2
$699K Buy
2024
Q1
$606K Sell
2023
Q4
$573K Buy
2023
Q3
$603K Sell
2023
Q2
$612K Sell
2023
Q1
$612K Buy
2022
Q4
$647K Buy