Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$496K Hold
2025
Q2
$428K Sell
2025
Q1
$434K Sell
2024
Q4
$600K Sell
2024
Q3
$782K Sell
2024
Q2
$746K Buy
2024
Q1
$750K Sell
2023
Q4
$1.04M Buy
2023
Q3
$836K Buy
2023
Q2
$795K Buy
2023
Q1
$818K Buy
2022
Q4
$774K Buy
2022
Q3
$535K Buy
2022
Q2
Sell
2022
Q1
$254K Buy