Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$426K Hold
2025
Q2
$397K Sell
2025
Q1
$366K Sell
2024
Q4
$394K Buy
2024
Q3
$379K Buy
2024
Q1
$605K Buy
2023
Q4
$335K Hold
2023
Q3
$250K Sell
2023
Q2
$216K Hold
2023
Q1
$292K Sell
2022
Q4
$419K Buy
2022
Q3
$376K Buy
2022
Q2
$402K Buy
2022
Q1
$405K Buy
2021
Q4
$414K Buy
2021
Q3
$359K Buy
2021
Q2
$46K Buy