Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$735K Sell
2025
Q2
$565K Sell
2025
Q1
$542K Buy
2024
Q4
$569K Hold
2024
Q3
$571K Hold
2024
Q2
$461K Sell
2024
Q1
$532K Hold
2023
Q4
$426K Hold
2023
Q3
$337K Buy
2023
Q2
$243K Buy
2023
Q1
$221K Buy
2022
Q1
Sell
2021
Q4
$229K Hold
2021
Q3
$203K Hold
2021
Q2
$221K Hold
2021
Q1
$204K Buy