Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$806K Hold
2025
Q2
$791K Sell
2025
Q1
$765K Hold
2024
Q4
$672K Sell
2024
Q3
$725K Sell
2024
Q2
$545K Sell
2024
Q1
$570K Sell
2023
Q4
$648K Buy
2023
Q3
$487K Sell
2023
Q2
$599K Sell
2023
Q1
$645K Buy
2022
Q4
$726K Buy
2022
Q3
$663K Buy
2022
Q2
$767K Sell
2022
Q1
$899K Buy