Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$782K Buy
2025
Q2
$752K Sell
2025
Q1
$740K Sell
2024
Q4
$828K Sell
2024
Q3
$781K Sell
2024
Q2
$810K Buy
2024
Q1
$937K Buy
2023
Q4
$724K Buy
2023
Q3
$636K Buy
2023
Q2
$624K Buy
2022
Q4
$497K Buy
2022
Q3
$409K Buy
2022
Q2
$401K Buy
2022
Q1
$235K Hold
2021
Q4
$235K Hold
2021
Q3
$210K Hold
2021
Q2
$238K Buy