Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$636K Hold
2025
Q2
$600K Hold
2025
Q1
$680K Sell
2024
Q4
$760K Hold
2024
Q3
$868K Hold
2024
Q2
$946K Hold
2024
Q1
$1.01M Hold
2023
Q4
$833K Hold
2023
Q3
$787K Hold
2023
Q2
$882K Sell
2023
Q1
$816K Hold
2022
Q4
$851K Hold
2022
Q3
$660K Buy
2022
Q2
$695K Buy
2022
Q1
$621K Hold
2021
Q4
$580K Hold
2021
Q3
$568K Sell
2021
Q2
$589K Sell
2021
Q1
$583K Buy
2020
Q4
$617K Buy