Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$550K Buy
2025
Q1
$573K Sell
2024
Q4
$525K Buy
2024
Q3
$537K Sell
2024
Q2
$476K Buy
2024
Q1
$481K Buy
2023
Q4
$383K Hold
2023
Q3
$353K Sell
2023
Q2
$357K Buy
2023
Q1
$314K Hold
2022
Q4
$356K Hold
2022
Q3
$294K Hold
2022
Q2
$318K Hold
2022
Q1
$346K Hold
2021
Q4
$312K Hold
2021
Q3
$280K Hold
2021
Q2
$257K Hold
2021
Q1
$255K Hold
2020
Q4
$249K Buy