Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$486K Hold
2025
Q2
$560K Hold
2025
Q1
$437K Sell
2024
Q4
$510K Hold
2024
Q3
$504K Hold
2024
Q2
$533K Hold
2024
Q1
$527K Sell
2023
Q4
$710K Sell
2023
Q3
$644K Sell
2023
Q2
$684K Buy
2023
Q1
$628K Sell
2022
Q4
$647K Buy
2022
Q3
$609K Buy
2022
Q2
$443K Hold
2022
Q1
$553K Sell
2021
Q4
$772K Hold
2021
Q3
$647K Hold
2021
Q2
$588K Hold
2021
Q1
$460K Buy