Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$708K Hold
2025
Q2
$697K Hold
2025
Q1
$655K Buy
2024
Q4
$557K Buy
2024
Q3
$577K Buy
2024
Q2
$506K Buy
2024
Q1
$440K Sell
2023
Q4
$383K Buy
2023
Q3
$311K Sell
2023
Q2
$346K Buy
2023
Q1
$272K Sell
2022
Q4
$243K Buy
2022
Q3
$220K Buy