Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$534K Hold
2025
Q2
$547K Sell
2025
Q1
$547K Sell
2024
Q4
$468K Buy
2024
Q3
$427K Sell
2024
Q2
$393K Sell
2024
Q1
$385K Sell
2023
Q4
$381K Sell
2023
Q3
$371K Sell
2023
Q2
$396K Buy
2023
Q1
$467K Sell
2022
Q4
$470K Sell
2022
Q3
$394K Sell
2022
Q2
$544K Sell
2022
Q1
$616K Sell
2021
Q4
$702K Buy