Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$579K Hold
2025
Q2
$450K Buy
2025
Q1
$288K Buy
2024
Q4
$334K Buy
2024
Q3
$315K Hold
2024
Q2
$261K Buy
2024
Q1
$211K Sell
2023
Q4
$190K Hold
2023
Q3
$191K Hold
2023
Q2
$214K Hold
2023
Q1
$167K Buy
2022
Q4
$108K Hold
2022
Q3
$81K Sell
2022
Q2
$118K Buy
2022
Q1
$114K Hold
2021
Q4
$121K Hold
2021
Q3
$120K Hold
2021
Q2
$108K Hold
2021
Q1
$97K Hold
2020
Q4
$89K Buy