Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$588K Hold
2025
Q2
$529K Hold
2025
Q1
$436K Sell
2024
Q4
$588K Hold
2024
Q3
$626K Hold
2024
Q2
$652K Sell
2024
Q1
$568K Hold
2023
Q4
$477K Sell
2023
Q3
$424K Hold
2023
Q2
$427K Hold
2023
Q1
$357K Sell
2022
Q4
$342K Hold
2022
Q3
$352K Sell
2022
Q2
$398K Hold
2022
Q1
$506K Buy
2021
Q4
$554K Buy