Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$879K Sell
2025
Q2
$692K Hold
2025
Q1
$443K Buy
2024
Q4
$527K Hold
2024
Q3
$538K Hold
2024
Q2
$446K Hold
2024
Q1
$397K Hold
2023
Q4
$333K Hold
2023
Q3
$335K Hold
2023
Q2
$376K Hold
2023
Q1
$294K Hold
2022
Q4
$258K Buy
2022
Q3
Sell
2022
Q2
$221K Hold
2022
Q1
$261K Sell
2021
Q4
$284K Hold
2021
Q3
$284K Sell
2021
Q2
$258K Sell
2021
Q1
$259K Buy