Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$503K Sell
2025
Q2
$530K Hold
2025
Q1
$569K Hold
2024
Q4
$656K Sell
2024
Q3
$652K Hold
2024
Q2
$715K Sell
2024
Q1
$710K Hold
2023
Q4
$620K Hold
2023
Q3
$649K Hold
2023
Q2
$661K Hold
2023
Q1
$558K Sell
2022
Q4
$433K Buy
2022
Q3
$356K Hold
2022
Q2
$544K Hold
2022
Q1
$555K Hold
2021
Q4
$621K Buy
2021
Q3
$329K Buy