Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$458K Hold
2025
Q2
$327K Hold
2025
Q1
$267K Hold
2024
Q4
$416K Hold
2024
Q3
$269K Sell
2024
Q2
$239K Hold
2024
Q1
$213K Sell
2023
Q4
$528K Buy
2023
Q3
$281K Hold
2023
Q2
$294K Sell
2023
Q1
$713K Buy
2022
Q4
Sell
2022
Q3
$410K Buy
2022
Q2
$283K Sell
2022
Q1
$533K Buy
2021
Q4
$476K Buy