Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$502K Sell
2025
Q2
$566K Buy
2025
Q1
$483K Buy
2024
Q4
$432K Sell
2024
Q3
$483K Hold
2024
Q2
$463K Sell
2024
Q1
$406K Sell
2023
Q4
$387K Sell
2023
Q3
$516K Buy
2023
Q2
$253K Buy
2023
Q1
$234K Buy
2022
Q4
$215K Buy
2022
Q3
$222K Buy
2022
Q2
$232K Hold
2022
Q1
$288K Hold
2021
Q4
$275K Hold
2021
Q3
$218K Buy