Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$590K Hold
2025
Q2
$579K Hold
2025
Q1
$558K Hold
2024
Q4
$491K Hold
2024
Q3
$519K Hold
2024
Q2
$388K Sell
2024
Q1
$419K Sell
2023
Q4
$476K Sell
2023
Q3
$418K Sell
2023
Q2
$595K Sell
2023
Q1
$698K Buy
2022
Q4
$234K Buy
2022
Q3
$212K Hold
2022
Q2
$250K Hold
2022
Q1
$286K Hold
2021
Q4
$341K Buy