Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$533K Buy
2025
Q2
$344K Buy
2025
Q1
$329K Sell
2024
Q4
$440K Sell
2024
Q3
$551K Sell
2024
Q2
$799K Sell
2024
Q1
$610K Sell
2023
Q4
$645K Sell
2023
Q3
$602K Buy
2023
Q2
$531K Sell
2023
Q1
$486K Sell
2022
Q4
$454K Hold
2022
Q3
$448K Buy
2022
Q2
$467K Buy
2022
Q1
$615K Sell
2021
Q4
$676K Sell
2021
Q3
$536K Sell
2021
Q2
$591K Buy