Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$882K Buy
2025
Q2
$942K Sell
2025
Q1
$903K Sell
2024
Q4
$883K Buy
2024
Q3
$848K Buy
2024
Q2
$797K Hold
2024
Q1
$687K Sell
2023
Q4
$724K Buy
2023
Q3
$495K Sell
2023
Q2
$480K Hold
2023
Q1
$443K Sell
2022
Q4
$443K Buy
2022
Q3
$310K Hold
2022
Q2
$310K Hold
2022
Q1
$397K Hold
2021
Q4
$392K Hold
2021
Q3
$310K Buy
2021
Q2
$242K Hold
2021
Q1
$229K Buy
2020
Q4
$193K Buy