Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$595K Hold
2025
Q2
$569K Buy
2025
Q1
$473K Buy
2024
Q4
$436K Buy
2024
Q3
$459K Buy
2024
Q2
$412K Sell
2024
Q1
$522K Sell
2023
Q4
$489K Buy
2023
Q3
$339K Hold
2023
Q2
$354K Hold
2023
Q1
$335K Sell
2022
Q4
$290K Sell
2022
Q3
$281K Sell
2022
Q2
$289K Sell
2022
Q1
$430K Sell
2021
Q4
$352K Sell
2021
Q3
$313K Buy