Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$919K Hold
2025
Q2
$737K Sell
2025
Q1
$832K Sell
2024
Q4
$720K Buy
2024
Q3
$567K Sell
2024
Q2
$550K Sell
2024
Q1
$605K Sell
2023
Q4
$696K Sell
2023
Q3
$673K Sell
2023
Q2
$611K Sell
2023
Q1
$734K Sell
2022
Q4
$779K Sell
2022
Q3
$767K Buy
2022
Q2
$869K Buy
2022
Q1
$887K Buy
2021
Q4
$729K Hold
2021
Q3
$581K Sell
2021
Q2
$623K Sell
2021
Q1
$616K Sell
2020
Q4
$638K Sell
2020
Q3
$612K Buy