Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$427K Sell
2025
Q2
$624K Buy
2025
Q1
$420K Buy
2024
Q4
$452K Sell
2024
Q3
$441K Buy
2024
Q2
$524K Hold
2024
Q1
$567K Hold
2023
Q4
$468K Buy
2023
Q3
$458K Hold
2023
Q2
$428K Hold
2023
Q1
$415K Hold
2022
Q4
$286K Sell
2022
Q3
$361K Hold
2022
Q2
$306K Hold
2022
Q1
$591K Hold
2021
Q4
$573K Hold
2021
Q3
$577K Hold
2021
Q2
$527K Buy