Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$802K Sell
2025
Q2
$974K Buy
2025
Q1
$824K Sell
2024
Q4
$751K Hold
2024
Q3
$653K Sell
2024
Q2
$626K Sell
2024
Q1
$723K Hold
2023
Q4
$674K Buy
2023
Q3
$595K Hold
2023
Q2
$615K Sell
2023
Q1
$589K Buy
2022
Q4
$543K Hold
2022
Q3
$464K Buy
2022
Q2
$514K Hold
2022
Q1
$579K Hold
2021
Q4
$566K Buy
2021
Q3
$610K Hold
2021
Q2
$610K Hold
2021
Q1
$553K Buy
2020
Q4
$571K Buy