Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$431K Hold
2025
Q2
$482K Sell
2025
Q1
$488K Hold
2024
Q4
$591K Buy
2024
Q3
$676K Hold
2024
Q2
$725K Hold
2024
Q1
$659K Hold
2023
Q4
$771K Hold
2023
Q3
$665K Hold
2023
Q2
$638K Hold
2023
Q1
$503K Hold
2022
Q4
$439K Hold
2022
Q3
$359K Hold
2022
Q2
$478K Hold
2022
Q1
$595K Hold
2021
Q4
$740K Hold
2021
Q3
$751K Hold
2021
Q2
$764K Hold
2021
Q1
$620K Buy