Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$691K Sell
2025
Q2
$663K Buy
2025
Q1
$695K Sell
2024
Q4
$819K Buy
2024
Q3
$897K Sell
2024
Q2
$887K Buy
2024
Q1
$759K Buy
2023
Q4
$372K Sell
2023
Q3
$347K Buy
2023
Q2
$399K Sell
2023
Q1
$387K Hold
2022
Q4
$355K Sell
2022
Q3
$331K Sell
2022
Q2
$447K Buy
2022
Q1
$347K Sell
2021
Q4
$378K Buy
2019
Q1
Sell
2018
Q4
$759K Hold
2018
Q3
$770K Buy
2018
Q2
$651K Buy