Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$792K Buy
2025
Q2
$777K Hold
2025
Q1
$750K Buy
2024
Q4
$659K Hold
2024
Q3
$698K Sell
2024
Q2
$957K Sell
2024
Q1
$993K Buy
2023
Q4
$1.01M Buy
2023
Q3
$859K Buy
2023
Q2
Sell
2023
Q1
$992K Sell
2022
Q4
$1.16M Sell
2022
Q3
$1.09M Sell
2022
Q2
$1.4M Sell
2022
Q1
$2M Sell
2021
Q4
$2.6M Buy