Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$549K Hold
2025
Q2
$567K Hold
2025
Q1
$479K Sell
2024
Q4
$576K Buy
2024
Q3
$557K Hold
2024
Q2
$422K Hold
2024
Q1
$434K Hold
2023
Q4
$385K Hold
2023
Q3
$343K Hold
2023
Q2
$354K Hold
2023
Q1
$366K Hold
2022
Q4
$383K Sell
2022
Q3
$371K Sell
2022
Q2
$378K Sell
2022
Q1
$4.76M Buy
2021
Q4
$3.69M Buy
2021
Q3
$3.07M Buy
2021
Q2
$2.87M Buy
2021
Q1
$2.01M Buy