Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$657K Hold
2025
Q2
$703K Sell
2025
Q1
$689K Sell
2024
Q4
$670K Hold
2024
Q3
$648K Hold
2024
Q2
$621K Sell
2024
Q1
$546K Buy
2023
Q4
$473K Buy
2023
Q3
$333K Hold
2023
Q2
$318K Buy
2023
Q1
$287K Buy
2022
Q4
$218K Sell
2022
Q3
$228K Sell
2022
Q2
$255K Hold
2022
Q1
$306K Hold
2021
Q4
$302K Buy
2020
Q3
Sell
2020
Q2
$118K Buy
2020
Q1
Sell
2019
Q4
$192 Buy