Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$310K Buy
2025
Q1
$347K Hold
2024
Q4
$312K Hold
2024
Q3
$301K Hold
2024
Q2
$255K Hold
2024
Q1
$290K Hold
2023
Q4
$253K Hold
2023
Q3
$282K Hold
2023
Q2
$300K Sell
2023
Q1
$403K Sell
2022
Q4
$416K Sell
2022
Q3
$397K Sell
2022
Q2
$424K Sell
2022
Q1
$555K Hold
2021
Q4
$512K Buy