Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$706K Hold
2025
Q2
$734K Hold
2025
Q1
$724K Hold
2024
Q4
$653K Sell
2024
Q3
$597K Sell
2024
Q2
$584K Buy
2024
Q1
$617K Sell
2023
Q4
$582K Sell
2023
Q3
$521K Sell
2023
Q2
$546K Sell
2023
Q1
$540K Sell
2022
Q4
$514K Hold
2022
Q3
$440K Buy
2022
Q2
$462K Sell
2022
Q1
$532K Sell
2021
Q4
$531K Buy