Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$569K Hold
2025
Q2
$494K Hold
2025
Q1
$558K Hold
2024
Q4
$488K Hold
2024
Q3
$518K Hold
2024
Q2
$596K Sell
2024
Q1
$689K Hold
2023
Q4
$647K Hold
2023
Q3
$708K Hold
2023
Q2
$645K Buy
2023
Q1
$577K Sell
2022
Q4
$638K Hold
2022
Q3
$522K Sell
2022
Q2
$584K Sell
2022
Q1
$634K Buy
2021
Q4
$507K Buy