Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$588K Hold
2025
Q2
$509K Sell
2025
Q1
$419K Hold
2024
Q4
$483K Hold
2024
Q3
$467K Hold
2024
Q2
$399K Hold
2024
Q1
$444K Sell
2023
Q4
$548K Sell
2023
Q3
$496K Hold
2023
Q2
$505K Buy
2023
Q1
$501K Buy
2022
Q4
$294K Hold
2022
Q3
$236K Hold
2022
Q2
$225K Buy
2022
Q1
$10K Hold
2021
Q4
$10K Buy