Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$506K Hold
2025
Q2
$495K Buy
2025
Q1
$432K Hold
2024
Q4
$579K Hold
2024
Q3
$561K Hold
2024
Q2
$616K Hold
2024
Q1
$568K Hold
2023
Q4
$519K Sell
2023
Q3
$559K Buy
2023
Q2
$565K Hold
2023
Q1
$484K Hold
2022
Q4
$404K Sell
2022
Q3
$315K Sell
2022
Q2
$482K Buy
2022
Q1
$439K Buy
2021
Q4
$491K Buy