Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$857K Sell
2025
Q2
$712K Buy
2025
Q1
$696K Sell
2024
Q4
$669K Buy
2024
Q3
$714K Buy
2024
Q2
$588K Hold
2024
Q1
$625K Buy
2023
Q4
$520K Sell
2023
Q3
$534K Sell
2023
Q2
$486K Buy
2023
Q1
$525K Hold
2022
Q4
$533K Buy
2022
Q3
$301K Hold
2022
Q2
$301K Sell
2022
Q1
$453K Sell
2021
Q4
$382K Buy
2021
Q3
$301K Buy
2021
Q2
$271K Hold
2021
Q1
$274K Sell
2020
Q4
$329K Buy