Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.06M Sell
2025
Q2
$993K Sell
2025
Q1
$639K Buy
2024
Q4
$531K Sell
2024
Q3
$524K Sell
2024
Q2
$583K Buy
2024
Q1
$506K Hold
2023
Q4
$503K Sell
2023
Q3
$496K Buy
2023
Q2
$360K Hold
2023
Q1
$301K Sell
2022
Q4
$272K Sell
2022
Q3
$955K Buy
2022
Q2
$752K Sell
2022
Q1
$1.05M Buy
2021
Q4
$780K Sell
2021
Q3
$851K Hold
2021
Q2
$751K Buy