Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$797K Buy
2025
Q2
$753K Hold
2025
Q1
$653K Buy
2024
Q4
$665K Sell
2024
Q3
$599K Sell
2024
Q2
$626K Buy
2024
Q1
$580K Buy
2023
Q4
$355K Sell
2023
Q3
$306K Sell
2023
Q2
$351K Hold
2023
Q1
$271K Sell
2022
Q4
$221K Sell
2022
Q3
$342K Sell
2022
Q2
$362K Sell
2022
Q1
$653K Buy
2021
Q4
$654K Buy