Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$603K Hold
2025
Q2
$575K Hold
2025
Q1
$438K Hold
2024
Q4
$534K Buy
2024
Q3
$524K Hold
2024
Q2
$495K Hold
2024
Q1
$494K Buy
2023
Q4
$335K Hold
2023
Q3
$296K Sell
2023
Q2
$305K Hold
2023
Q1
$260K Buy
2022
Q3
$209K Hold
2022
Q2
$200K Hold
2022
Q1
$231K Buy
2021
Q4
$245K Hold
2021
Q3
$211K Hold
2021
Q2
$221K Sell
2021
Q1
$216K Sell
2020
Q4
$207K Buy