Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$337K Sell
2025
Q2
$662K Buy
2025
Q1
$580K Buy
2024
Q4
$592K Buy
2024
Q3
$510K Buy
2024
Q2
$475K Hold
2024
Q1
$492K Hold
2023
Q4
$465K Sell
2023
Q3
$416K Buy
2023
Q2
$422K Hold
2023
Q1
$408K Buy
2022
Q4
$396K Buy
2022
Q3
$311K Buy
2022
Q2
$314K Sell
2022
Q1
$316K Buy
2021
Q4
$325K Buy