Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$689K Hold
2025
Q2
$669K Hold
2025
Q1
$631K Hold
2024
Q4
$573K Hold
2024
Q3
$676K Hold
2024
Q2
$596K Buy
2024
Q1
$582K Hold
2023
Q4
$569K Sell
2023
Q3
$570K Sell
2023
Q2
$647K Buy
2023
Q1
$495K Hold
2022
Q4
$478K Sell
2022
Q3
$667K Hold
2022
Q2
$827K Hold
2022
Q1
$970K Hold
2021
Q4
$977K Hold
2021
Q3
$820K Hold
2021
Q2
$828K Buy
2021
Q1
$327K Hold
2020
Q4
$326K Buy