Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$698K Buy
2025
Q2
$718K Buy
2025
Q1
$593K Buy
2024
Q4
$445K Buy
2024
Q3
$437K Buy
2024
Q2
$339K Buy
2024
Q1
$356K Buy
2023
Q4
$246K Hold
2023
Q3
$246K Buy
2022
Q4
Sell
2022
Q3
$215K Sell
2022
Q2
$259K Buy
2022
Q1
$211K Buy
2021
Q4
$217K Sell
2021
Q3
$231K Sell
2021
Q2
$374K Buy
2021
Q1
$337K Buy
2020
Q4
$301K Buy