Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$407K Sell
2025
Q2
$419K Sell
2025
Q1
$452K Hold
2024
Q4
$385K Sell
2024
Q3
$462K Sell
2024
Q2
$464K Sell
2024
Q1
$541K Buy
2023
Q4
$442K Sell
2023
Q3
$526K Sell
2023
Q2
$599K Sell
2023
Q1
$565K Sell
2022
Q4
$621K Sell
2022
Q3
$585K Sell
2022
Q2
$706K Sell
2022
Q1
$846K Buy
2021
Q4
$849K Buy