Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$445K Sell
2025
Q2
$663K Hold
2025
Q1
$510K Buy
2024
Q4
$449K Hold
2024
Q3
$560K Hold
2024
Q2
$477K Hold
2024
Q1
$421K Hold
2023
Q4
$359K Hold
2023
Q3
$348K Hold
2023
Q2
$378K Buy
2023
Q1
$288K Hold
2022
Q4
$292K Hold
2022
Q3
$254K Hold
2022
Q2
$274K Buy
2022
Q1
$212K Buy