Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$412K Buy
2025
Q2
$394K Buy
2025
Q1
$342K Hold
2024
Q4
$332K Sell
2024
Q3
$464K Hold
2024
Q2
$488K Buy
2024
Q1
$594K Buy
2023
Q4
$516K Sell
2023
Q3
$465K Sell
2023
Q2
$501K Buy
2023
Q1
$467K Buy
2022
Q4
$390K Hold
2022
Q3
$316K Hold
2022
Q2
$309K Hold
2022
Q1
$440K Sell
2021
Q4
$361K Buy