Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$536K Hold
2025
Q2
$565K Sell
2025
Q1
$299K Buy
2024
Q4
$269K Hold
2024
Q3
$293K Hold
2024
Q2
$349K Hold
2024
Q1
$409K Hold
2023
Q4
$592K Hold
2023
Q3
$600K Hold
2023
Q2
$764K Hold
2023
Q1
$651K Hold
2022
Q4
$548K Hold
2022
Q3
$496K Sell
2022
Q2
$800K Buy
2022
Q1
$857K Sell
2021
Q4
$900K Buy
2021
Q3
$389K Hold
2021
Q2
$260K Hold
2021
Q1
$242K Buy