Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$643K Buy
2025
Q2
$584K Buy
2025
Q1
$551K Hold
2024
Q4
$622K Buy
2024
Q3
$442K Sell
2024
Q2
$554K Buy
2024
Q1
$316K Hold
2023
Q4
$273K Sell
2023
Q3
$239K Buy
2023
Q2
$235K Sell
2023
Q1
$217K Buy
2022
Q2
Sell
2022
Q1
$228K Hold
2021
Q4
$301K Sell
2021
Q3
$292K Hold
2021
Q2
$303K Hold
2021
Q1
$287K Hold
2020
Q4
$249K Hold
2020
Q3
$249K Buy