Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$629K Buy
2025
Q2
$232K Buy
2025
Q1
$177K Hold
2024
Q4
$230K Sell
2024
Q3
$637K Buy
2024
Q2
$231K Hold
2024
Q1
$279K Sell
2023
Q4
$358K Sell
2023
Q3
$335K Hold
2023
Q2
$326K Hold
2023
Q1
$336K Sell
2022
Q4
$337K Buy
2022
Q3
$282K Buy
2022
Q2
$441K Buy
2022
Q1
$293K Buy
2021
Q4
$273K Sell
2021
Q3
$316K Sell
2021
Q2
$311K Buy