Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$486K Hold
2025
Q2
$501K Hold
2025
Q1
$521K Hold
2024
Q4
$466K Sell
2024
Q3
$445K Hold
2024
Q2
$426K Hold
2024
Q1
$416K Hold
2023
Q4
$368K Buy
2023
Q3
$350K Hold
2023
Q2
$334K Hold
2023
Q1
$339K Hold
2022
Q4
$323K Sell
2022
Q3
$306K Buy
2022
Q2
$231K Hold
2022
Q1
$263K Buy
2021
Q4
$171K Hold
2021
Q3
$165K Buy
2021
Q2
$134K Buy
2021
Q1
$66K Hold
2020
Q4
$55K Buy