Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$656K Hold
2025
Q2
$686K Sell
2025
Q1
$581K Hold
2024
Q4
$513K Buy
2024
Q3
$513K Buy
2024
Q2
$377K Buy
2024
Q1
$398K Sell
2023
Q4
$342K Buy
2023
Q3
$292K Buy
2023
Q2
$276K Hold
2023
Q1
$270K Hold
2022
Q4
$291K Hold
2022
Q3
$245K Hold
2022
Q2
$291K Hold
2022
Q1
$268K Sell
2021
Q4
$281K Buy