Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Sell
2025
Q2
$1.03M Hold
2025
Q1
$781K Sell
2024
Q4
$977K Sell
2024
Q3
$992K Buy
2024
Q2
$895K Hold
2024
Q1
$892K Hold
2023
Q4
$687K Hold
2023
Q3
$609K Hold
2023
Q2
$574K Sell
2023
Q1
$600K Buy
2022
Q4
$267K Sell
2022
Q3
$240K Hold
2022
Q2
$230K Hold
2022
Q1
$280K Hold
2021
Q4
$310K Buy
2021
Q3
$270K Hold
2021
Q2
$270K Hold
2021
Q1
$250K Hold
2020
Q4
$220K Buy