Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$608K Sell
2025
Q2
$633K Buy
2025
Q1
$431K Sell
2024
Q4
$370K Sell
2024
Q3
$375K Sell
2024
Q2
$389K Hold
2024
Q1
$426K Sell
2023
Q4
$517K Sell
2023
Q3
$697K Sell
2023
Q2
$983K Sell
2023
Q1
$984K Buy
2022
Q4
$917K Sell
2022
Q3
$914K Hold
2022
Q2
$1.03M Buy
2022
Q1
$912K Sell
2021
Q4
$1.14M Sell
2021
Q3
$954K Buy
2021
Q1
$1M Buy