Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$476K Hold
2025
Q1
$549K Hold
2024
Q4
$457K Hold
2024
Q3
$467K Hold
2024
Q2
$507K Hold
2024
Q1
$525K Sell
2023
Q4
$771K Hold
2023
Q3
$819K Hold
2023
Q2
$727K Hold
2023
Q1
$708K Sell
2022
Q4
$830K Hold
2022
Q3
$638K Hold
2022
Q2
$620K Hold
2022
Q1
$626K Hold
2021
Q4
$433K Hold
2021
Q3
$457K Hold
2021
Q2
$511K Hold
2021
Q1
$414K Buy