Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$643K Hold
2025
Q2
$593K Sell
2025
Q1
$708K Hold
2024
Q4
$613K Buy
2024
Q3
$370K Buy
2024
Q2
$387K Hold
2024
Q1
$390K Buy
2023
Q4
$368K Sell
2023
Q3
$417K Buy
2023
Q2
$325K Sell
2023
Q1
$338K Hold
2022
Q4
$372K Buy
2022
Q3
$297K Hold
2022
Q2
$300K Sell
2022
Q1
$337K Sell
2021
Q4
$243K Buy