Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$641K Hold
2025
Q2
$650K Sell
2025
Q1
$583K Sell
2024
Q4
$577K Sell
2024
Q3
$520K Buy
2024
Q2
$457K Hold
2024
Q1
$480K Hold
2023
Q4
$486K Sell
2023
Q3
$541K Sell
2023
Q2
$529K Sell
2023
Q1
$540K Sell
2022
Q4
$497K Sell
2022
Q3
$458K Buy
2022
Q2
$471K Hold
2022
Q1
$615K Buy
2021
Q4
$699K Buy
2021
Q3
$592K Buy
2021
Q1
$664K Buy