Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$561K Hold
2025
Q2
$570K Sell
2025
Q1
$577K Hold
2024
Q4
$513K Hold
2024
Q3
$463K Hold
2024
Q2
$448K Hold
2024
Q1
$464K Buy
2023
Q4
$334K Hold
2023
Q3
$303K Hold
2023
Q2
$307K Hold
2023
Q1
$291K Sell
2022
Q4
$275K Hold
2022
Q3
$235K Hold
2022
Q2
$261K Hold
2022
Q1
$300K Hold
2021
Q4
$295K Hold
2021
Q3
$297K Hold
2021
Q2
$329K Hold
2021
Q1
$300K Hold
2020
Q4
$290K Buy