Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$711K Hold
2025
Q2
$756K Hold
2025
Q1
$714K Hold
2024
Q4
$645K Hold
2024
Q3
$604K Hold
2024
Q2
$526K Hold
2024
Q1
$602K Hold
2023
Q4
$482K Sell
2023
Q3
$474K Hold
2023
Q2
$498K Hold
2023
Q1
$523K Hold
2022
Q4
$472K Sell
2022
Q3
$466K Hold
2022
Q2
$504K Sell
2022
Q1
$612K Sell
2021
Q4
$506K Sell
2021
Q3
$456K Sell
2021
Q2
$439K Buy
2021
Q1
$412K Sell
2020
Q4
$420K Buy