Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$555K Hold
2025
Q2
$432K Sell
2025
Q1
$441K Hold
2024
Q4
$510K Hold
2024
Q3
$530K Hold
2024
Q2
$379K Hold
2024
Q1
$319K Hold
2023
Q4
$293K Hold
2023
Q3
$245K Hold
2023
Q2
$198K Hold
2023
Q1
$182K Hold
2022
Q4
$161K Hold
2022
Q3
$162K Hold
2022
Q2
$150K Hold
2022
Q1
$191K Hold
2021
Q4
$164K Hold
2021
Q3
$145K Hold
2021
Q2
$136K Hold
2021
Q1
$139K Sell
2020
Q4
$122K Buy