Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$764K Hold
2025
Q2
$927K Hold
2025
Q1
$694K Hold
2024
Q4
$763K Sell
2024
Q3
$593K Buy
2024
Q2
$539K Hold
2024
Q1
$521K Hold
2023
Q4
$382K Buy
2023
Q3
$298K Sell
2023
Q2
$987K Sell
2023
Q1
$856K Hold
2022
Q4
$869K Sell
2022
Q3
$865K Buy
2022
Q2
$152K Sell
2022
Q1
$364K Buy
2021
Q4
$409K Buy