Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$923K Sell
2025
Q2
$771K Sell
2025
Q1
$585K Hold
2024
Q4
$696K Buy
2024
Q3
$578K Sell
2024
Q2
$602K Sell
2024
Q1
$498K Buy
2023
Q4
$360K Buy
2023
Q3
$290K Hold
2023
Q2
$337K Sell
2023
Q1
$348K Sell
2022
Q4
$290K Buy
2022
Q3
$37K Hold
2022
Q2
$44K Hold
2022
Q1
$56K Hold
2021
Q4
$65K Buy
2021
Q3
Sell
2021
Q2
$65K Buy