Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$675K Sell
2025
Q2
$701K Sell
2025
Q1
$747K Sell
2024
Q4
$725K Buy
2024
Q3
$594K Sell
2024
Q2
$584K Buy
2024
Q1
$345K Hold
2023
Q4
$322K Buy
2023
Q3
$247K Sell
2023
Q2
$274K Sell
2023
Q1
$271K Sell
2022
Q4
$292K Sell
2022
Q3
$265K Sell
2022
Q2
$401 Buy
2022
Q1
$321K Buy
2021
Q4
$315K Buy