Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$642K Hold
2025
Q2
$635K Sell
2025
Q1
$717K Sell
2024
Q4
$619K Sell
2024
Q3
$770K Sell
2024
Q2
$755K Sell
2024
Q1
$704K Sell
2023
Q4
$731K Buy
2023
Q3
$679K Buy
2023
Q2
$522K Sell
2023
Q1
$579K Sell
2022
Q4
$638K Sell
2022
Q3
$554K Sell
2022
Q2
$610K Sell
2022
Q1
$608K Buy
2021
Q4
$532K Buy