Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$939K Sell
2025
Q2
$834K Hold
2025
Q1
$633K Hold
2024
Q4
$587K Hold
2024
Q3
$721K Sell
2024
Q2
$850K Buy
2024
Q1
$650K Hold
2023
Q4
$541K Hold
2023
Q3
$427K Sell
2023
Q2
$604K Sell
2023
Q1
$537K Hold
2022
Q4
$507K Sell
2022
Q3
$469K Sell
2022
Q2
$468K Hold
2022
Q1
$513K Hold
2021
Q4
$572K Buy