Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$688K Hold
2025
Q2
$688K Sell
2025
Q1
$602K Buy
2024
Q4
Sell
2024
Q3
$512K Buy
2024
Q2
$390K Buy
2024
Q1
Sell
2023
Q4
$380K Sell
2023
Q3
$341K Hold
2023
Q2
$325K Buy
2023
Q1
$207K Sell
2022
Q4
$258K Hold
2022
Q3
$217K Sell
2022
Q2
$391K Buy
2022
Q1
$249K Buy
2021
Q4
$255K Sell
2021
Q3
$308K Sell
2021
Q2
$326K Buy
2021
Q1
$296K Buy