Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$599K Hold
2025
Q2
$795K Hold
2025
Q1
$866K Hold
2024
Q4
$860K Sell
2024
Q3
$861K Hold
2024
Q2
$670K Hold
2024
Q1
$693K Buy
2023
Q4
Sell
2023
Q3
$598K Buy
2023
Q2
$550K Hold
2023
Q1
$540K Sell
2022
Q4
$460K Buy
2022
Q3
Sell
2022
Q2
$466K Hold
2022
Q1
$533K Sell
2021
Q4
$794K Hold
2021
Q3
$711K Hold
2021
Q2
$513K Buy
2021
Q1
$361K Buy
2020
Q3
$331K Buy