Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$506K Sell
2025
Q2
$609K Sell
2025
Q1
$627K Sell
2024
Q4
$528K Sell
2024
Q3
$668K Sell
2024
Q2
$642K Sell
2024
Q1
$718K Buy
2023
Q4
$591K Hold
2023
Q3
$564K Sell
2023
Q2
$563K Hold
2023
Q1
$513K Buy
2022
Q4
$524K Hold
2022
Q3
$439K Sell
2022
Q2
$423K Buy
2022
Q1
$256K Hold
2021
Q4
$246K Hold
2021
Q3
$214K Buy
2021
Q1
$247K Buy