Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$748K Buy
2025
Q2
$560K Buy
2025
Q1
$469K Buy
2024
Q4
$397K Sell
2024
Q3
$442K Buy
2024
Q2
$375K Hold
2024
Q1
$398K Sell
2023
Q4
$340K Buy
2023
Q3
$321K Buy
2023
Q2
$277K Sell
2023
Q1
$345K Buy
2022
Q4
$297K Sell
2022
Q3
$256K Sell
2022
Q2
$295K Sell
2022
Q1
$398K Sell
2021
Q4
$346K Buy
2021
Q3
$269K Buy
2021
Q1
$277K Buy