Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$694K Hold
2025
Q2
$742K Sell
2025
Q1
$741K Sell
2024
Q4
$894K Sell
2024
Q3
$883K Hold
2024
Q2
$847K Sell
2024
Q1
$780K Sell
2023
Q4
$772K Sell
2023
Q3
$734K Hold
2023
Q2
$700K Hold
2023
Q1
$646K Buy
2022
Q4
$425K Sell
2022
Q3
$450K Buy
2022
Q2
$341K Sell
2022
Q1
$420K Hold
2021
Q4
$414K Buy