Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$673K Buy
2025
Q2
$649K Buy
2025
Q1
$670K Sell
2024
Q4
$696K Hold
2024
Q3
$736K Hold
2024
Q2
$658K Buy
2023
Q2
Sell
2023
Q1
$228K Hold
2022
Q4
$238K Buy
2022
Q3
Sell
2022
Q2
$234K Sell
2022
Q1
$441K Hold
2021
Q4
$415K Buy
2021
Q3
$379K Hold
2021
Q2
$414K Hold
2021
Q1
$463K Hold
2020
Q4
$389K Hold
2020
Q3
$331K Buy
2020
Q2
$273K Buy