Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$440K Hold
2025
Q2
$584K Hold
2025
Q1
$636K Hold
2024
Q4
$632K Hold
2024
Q3
$619K Hold
2024
Q2
$481K Hold
2024
Q1
$498K Sell
2023
Q4
$470K Sell
2023
Q3
$383K Hold
2023
Q2
$377K Hold
2023
Q1
$371K Hold
2022
Q4
$283K Hold
2022
Q3
$270K Hold
2022
Q2
$287K Hold
2022
Q1
$328K Hold
2021
Q4
$406K Hold
2021
Q3
$363K Buy