Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.22M Sell
2025
Q2
$1.01M Hold
2025
Q1
$767K Sell
2024
Q4
$727K Hold
2024
Q3
$894K Hold
2024
Q2
$952K Hold
2024
Q1
$806K Buy
2023
Q4
$594K Sell
2023
Q3
$472K Hold
2023
Q2
$499K Sell
2023
Q1
$424K Buy
2022
Q4
$391K Hold
2022
Q3
$314K Buy
2022
Q2
$301K Hold
2022
Q1
$345K Hold
2021
Q4
$406K Hold
2021
Q3
$315K Buy
2021
Q2
$287K Hold
2021
Q1
$293K Buy