Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$693K Hold
2025
Q2
$663K Sell
2025
Q1
$624K Sell
2024
Q4
$617K Buy
2024
Q3
$780K Hold
2024
Q2
$820K Hold
2024
Q1
$1.03M Hold
2023
Q4
$902K Buy
2023
Q3
$808K Sell
2023
Q2
$848K Hold
2023
Q1
$799K Buy
2022
Q4
$674K Sell
2022
Q3
$548K Hold
2022
Q2
$535K Hold
2022
Q1
$762K Buy
2021
Q4
$582K Buy