Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$686K Hold
2025
Q2
$534K Sell
2025
Q1
$361K Buy
2024
Q3
$466K Hold
2024
Q2
$386K Hold
2024
Q1
$344K Hold
2023
Q4
$288K Hold
2023
Q3
$290K Hold
2023
Q2
$326K Hold
2023
Q1
$254K Hold
2022
Q4
$224K Buy
2022
Q1
$222K Hold
2021
Q4
$239K Hold
2021
Q3
$238K Hold
2021
Q2
$213K Buy