Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$635K Hold
2025
Q2
$509K Hold
2025
Q1
$574K Hold
2024
Q4
$487K Hold
2024
Q3
$541K Hold
2024
Q2
$470K Hold
2024
Q1
$499K Sell
2023
Q4
$446K Hold
2023
Q3
$429K Hold
2023
Q2
$387K Sell
2023
Q1
$468K Buy
2022
Q4
$443K Hold
2022
Q3
$368K Hold
2022
Q2
$420K Hold
2022
Q1
$444K Hold
2021
Q4
$371K Hold
2021
Q3
$296K Hold
2021
Q2
$309K Hold
2021
Q1
$297K Hold
2020
Q4
$294K Buy