Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$649K Hold
2025
Q2
$642K Hold
2025
Q1
$717K Hold
2024
Q4
$599K Hold
2024
Q3
$741K Hold
2024
Q2
$719K Hold
2024
Q1
$654K Sell
2023
Q4
$663K Buy
2023
Q3
$618K Hold
2023
Q2
$511K Sell
2023
Q1
$557K Sell
2022
Q4
$605K Sell
2022
Q3
$535K Hold
2022
Q2
$577K Hold
2022
Q1
$574K Buy
2021
Q4
$533K Buy