Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$742K Hold
2025
Q2
$762K Hold
2025
Q1
$794K Hold
2024
Q4
$726K Sell
2024
Q3
$763K Sell
2024
Q2
$676K Sell
2024
Q1
$688K Hold
2023
Q4
$600K Sell
2023
Q3
$558K Hold
2023
Q2
$516K Buy
2023
Q1
$518K Hold
2022
Q4
$589K Hold
2022
Q3
$485K Hold
2022
Q2
$524K Buy
2022
Q1
$557K Sell
2021
Q4
$523K Buy