Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$868K Sell
2025
Q2
$715K Sell
2025
Q1
$588K Sell
2024
Q4
$758K Sell
2024
Q3
$676K Buy
2024
Q2
$659K Hold
2024
Q1
$516K Buy
2023
Q4
$373K Hold
2023
Q3
$312K Hold
2023
Q2
$362K Buy
2023
Q1
$325K Buy
2022
Q4
$256K Hold
2022
Q3
$235K Hold
2022
Q2
$281K Hold
2022
Q1
$359K Hold
2021
Q4
$414K Buy