Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$675K Hold
2025
Q2
$675K Sell
2025
Q1
$702K Hold
2024
Q4
$750K Buy
2024
Q3
$701K Sell
2024
Q2
$731K Sell
2024
Q1
$880K Hold
2023
Q4
$694K Hold
2023
Q3
$604K Hold
2023
Q2
$594K Hold
2023
Q1
$520K Sell
2022
Q4
$476K Buy
2022
Q3
$401K Hold
2022
Q2
$395K Hold
2022
Q1
$422K Hold
2021
Q4
$423K Buy