Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$982K Buy
2025
Q2
$1.07M Buy
2025
Q1
$762K Hold
2024
Q4
$773K Sell
2024
Q3
$798K Buy
2024
Q2
$818K Hold
2024
Q1
$875K Buy
2023
Q4
$739K Hold
2023
Q3
$650K Buy
2023
Q2
$621K Buy
2023
Q1
$497K Hold
2022
Q4
$402K Hold
2022
Q3
$352K Hold
2022
Q2
$359K Sell
2022
Q1
$678K Sell
2021
Q4
$861K Buy
2021
Q3
$774K Buy
2021
Q2
$713K Buy