Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$659K Buy
2025
Q2
$502K Buy
2025
Q1
$309K Buy
2024
Q4
$268K Buy
2024
Q3
$231K Buy
2023
Q3
Sell
2023
Q2
$279K Hold
2023
Q1
$291K Hold
2022
Q4
$292K Sell
2022
Q3
$253K Hold
2022
Q2
$265K Hold
2022
Q1
$323K Hold
2021
Q4
$335K Hold
2021
Q3
$303K Hold
2021
Q2
$298K Hold
2021
Q1
$243K Hold
2020
Q4
$210K Buy