Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$739K Hold
2025
Q2
$691K Buy
2025
Q1
$534K Hold
2024
Q4
$411K Hold
2024
Q3
$474K Sell
2024
Q2
$424K Sell
2024
Q1
$517K Buy
2023
Q4
$494K Hold
2023
Q3
$496K Sell
2023
Q2
$521K Buy
2023
Q1
$530K Hold
2022
Q4
$439K Hold
2022
Q3
$400K Buy
2022
Q2
$481K Sell
2022
Q1
$487K Hold
2021
Q4
$435K Buy