Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$622K Buy
2025
Q2
$633K Buy
2025
Q1
$585K Buy
2024
Q4
$531K Buy
2024
Q3
$538K Sell
2024
Q2
$479K Buy
2024
Q1
$484K Sell
2023
Q4
$423K Buy
2023
Q3
$388K Sell
2023
Q2
$372K Buy
2023
Q1
$360K Sell
2022
Q4
$414K Sell
2022
Q3
$343K Buy
2022
Q2
$370K Sell
2022
Q1
$406K Hold
2021
Q4
$367K Sell
2021
Q3
$340K Buy
2021
Q2
$303K Sell
2021
Q1
$302K Buy