Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$572K Sell
2025
Q2
$602K Buy
2025
Q1
$537K Sell
2024
Q4
$578K Sell
2024
Q3
$614K Buy
2024
Q2
$491K Sell
2024
Q1
$681K Sell
2023
Q4
$949K Buy
2023
Q3
$606K Hold
2023
Q2
$606K Buy
2023
Q1
$720K Hold
2022
Q4
$598K Buy
2022
Q3
$532K Sell
2022
Q2
$533K Sell
2022
Q1
$739K Buy
2021
Q4
$429K Hold
2021
Q3
$426K Hold
2021
Q2
$373K Buy