Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$619K Hold
2025
Q2
$652K Sell
2025
Q1
$610K Buy
2024
Q4
$612K Buy
2024
Q3
$613K Hold
2024
Q2
$543K Hold
2024
Q1
$507K Hold
2023
Q4
$504K Sell
2023
Q3
$453K Hold
2023
Q2
$493K Hold
2023
Q1
$434K Hold
2022
Q4
$395K Hold
2022
Q3
$344K Hold
2022
Q2
$385K Hold
2022
Q1
$478K Hold
2021
Q4
$553K Buy