Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$677K Buy
2025
Q2
$548K Buy
2025
Q1
$333K Buy
2024
Q4
$381K Hold
2024
Q3
$335K Hold
2024
Q2
$336K Sell
2024
Q1
$272K Hold
2023
Q4
$208K Buy
2023
Q3
Sell
2023
Q2
$201K Sell
2023
Q1
$253K Hold
2022
Q4
$203K Buy
2022
Q3
Sell
2022
Q2
$222K Hold
2022
Q1
$284K Hold
2021
Q4
$327K Buy
2021
Q3
$296K Buy
2021
Q2
$295K Hold
2021
Q1
$290K Hold
2020
Q4
$268K Buy