Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$676K Buy
2025
Q2
$670K Buy
2025
Q1
$585K Hold
2024
Q4
$527K Sell
2024
Q3
$514K Buy
2024
Q2
$395K Sell
2024
Q1
$464K Buy
2023
Q4
$400K Hold
2023
Q3
$446K Sell
2023
Q2
$483K Buy
2023
Q1
$434K Buy
2022
Q4
$405K Hold
2022
Q3
$362K Buy
2022
Q2
$361K Sell
2022
Q1
$458K Buy
2021
Q4
$415K Sell
2021
Q3
$439K Buy
2021
Q2
$356K Buy