Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$480K Buy
2025
Q2
$513K Buy
2025
Q1
$444K Buy
2024
Q4
$394K Buy
2024
Q3
$443K Buy
2024
Q2
$375K Sell
2024
Q1
$437K Hold
2023
Q4
$383K Hold
2023
Q3
$306K Hold
2023
Q2
$316K Hold
2023
Q1
$294K Hold
2022
Q4
$287K Buy
2022
Q3
$246K Hold
2022
Q2
$236K Buy
2022
Q1
$254K Sell
2021
Q4
$268K Hold
2021
Q3
$230K Hold
2021
Q2
$231K Buy