Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$427K Sell
2025
Q2
$508K Sell
2025
Q1
$439K Hold
2024
Q4
$451K Hold
2024
Q3
$507K Hold
2024
Q2
$540K Hold
2024
Q1
$458K Sell
2023
Q4
$416K Buy
2023
Q3
$323K Buy
2023
Q2
$340K Hold
2023
Q1
$279K Hold
2022
Q4
$264K Hold
2022
Q3
$212K Hold
2022
Q2
$223K Hold
2022
Q1
$256K Hold
2021
Q4
$301K Hold
2021
Q3
$234K Hold
2021
Q2
$227K Hold
2021
Q1
$231K Buy