Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$525K Hold
2025
Q2
$548K Hold
2025
Q1
$463K Hold
2024
Q4
$409K Hold
2024
Q3
$411K Hold
2024
Q2
$322K Hold
2024
Q1
$355K Hold
2023
Q4
$304K Sell
2023
Q3
$275K Hold
2023
Q2
$262K Hold
2023
Q1
$257K Hold
2022
Q4
$276K Hold
2022
Q3
$233K Hold
2022
Q2
$277K Hold
2022
Q1
$255K Hold
2021
Q4
$262K Sell
2021
Q3
$273K Hold
2021
Q2
$287K Hold
2021
Q1
$261K Buy