Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$636K Hold
2025
Q2
$510K Hold
2025
Q1
$575K Hold
2024
Q4
$488K Sell
2024
Q3
$547K Hold
2024
Q2
$475K Sell
2024
Q1
$566K Sell
2023
Q4
$489K Hold
2023
Q3
$470K Sell
2023
Q2
$484K Sell
2023
Q1
$608K Hold
2022
Q4
$617K Sell
2022
Q3
$515K Hold
2022
Q2
$587K Hold
2022
Q1
$622K Sell
2021
Q4
$725K Buy