Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$514K Buy
2025
Q2
$446K Hold
2025
Q1
$504K Hold
2024
Q4
$441K Sell
2024
Q3
$468K Sell
2024
Q2
$575K Hold
2024
Q1
$600K Hold
2023
Q4
$564K Hold
2023
Q3
$617K Hold
2023
Q2
$562K Buy
2023
Q1
Sell
2022
Q4
$556K Hold
2022
Q3
$455K Buy
2022
Q2
Sell
2022
Q1
$544K Hold
2021
Q4
$493K Sell
2021
Q3
$573K Buy
2021
Q2
$345K Buy