Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$875K Buy
2025
Q2
$614K Hold
2025
Q1
$501K Buy
2024
Q4
$646K Sell
2024
Q3
$439K Hold
2024
Q2
$332K Hold
2024
Q1
$295K Hold
2023
Q4
$417K Hold
2023
Q3
$420K Hold
2023
Q2
$440K Buy
2023
Q1
$343K Sell
2022
Q4
$205K Hold
2022
Q3
$442K Buy
2022
Q2
Sell
2022
Q1
$527K Buy
2021
Q4
$375K Hold
2021
Q3
$309K Hold
2021
Q2
$241K Buy
2021
Q1
Sell
2020
Q4
$251K Buy