Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$695K Hold
2025
Q2
$577K Hold
2025
Q1
$438K Sell
2024
Q4
$409K Hold
2024
Q3
$503K Hold
2024
Q2
$535K Hold
2024
Q1
$453K Hold
2023
Q4
$377K Hold
2023
Q3
$298K Hold
2023
Q2
$315K Hold
2023
Q1
$259K Hold
2022
Q4
$245K Buy
2022
Q3
Sell
2022
Q2
$207K Hold
2022
Q1
$238K Hold
2021
Q4
$279K Hold
2021
Q3
$217K Hold
2021
Q2
$210K Hold
2021
Q1
$214K Buy