Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$577K Hold
2025
Q2
$666K Buy
2025
Q1
$488K Hold
2024
Q4
$499K Hold
2024
Q3
$493K Sell
2024
Q2
$522K Hold
2024
Q1
$517K Hold
2023
Q4
$497K Buy
2023
Q3
$404K Buy
2023
Q2
$361K Buy
2023
Q1
$339K Hold
2022
Q4
$296K Sell
2022
Q3
$306K Hold
2022
Q2
$305K Sell
2022
Q1
$381K Sell
2021
Q4
$511K Hold
2021
Q3
$429K Sell
2021
Q2
$390K Hold
2021
Q1
$305K Sell
2020
Q4
$316K Buy