Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$463K Hold
2025
Q2
$454K Hold
2025
Q1
$438K Hold
2024
Q4
$385K Buy
2024
Q3
$407K Hold
2024
Q2
$304K Sell
2024
Q1
$316K Hold
2023
Q4
$325K Hold
2023
Q3
$279K Sell
2023
Q2
$317K Hold
2023
Q1
$333K Sell
2022
Q4
$399K Buy
2022
Q3
$347K Hold
2022
Q2
$406K Buy
2022
Q1
$461K Sell
2021
Q4
$571K Buy