Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$926K Sell
2025
Q2
$978K Sell
2025
Q1
$837K Sell
2024
Q4
$755K Sell
2024
Q3
$767K Buy
2024
Q2
$564K Sell
2024
Q1
$624K Sell
2023
Q4
$556K Buy
2023
Q3
$455K Buy
2023
Q2
$389K Hold
2023
Q1
$389K Sell
2022
Q4
$419K Hold
2022
Q3
$354K Buy
2022
Q2
$362K Sell
2022
Q1
$334K Buy
2021
Q4
$270K Buy
2021
Q3
$205K Buy
2021
Q2
$207K Buy