Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$779K Buy
2025
Q2
$788K Sell
2025
Q1
$1.04M Buy
2024
Q4
$932K Buy
2024
Q3
$727K Buy
2024
Q2
$475K Hold
2024
Q1
$482K Sell
2023
Q4
$422K Hold
2023
Q3
$388K Sell
2023
Q2
$361K Buy
2023
Q1
$328K Sell
2022
Q4
$411K Sell
2022
Q3
$357K Buy
2022
Q2
$353K Sell
2022
Q1
$385K Buy
2021
Q4
$340K Buy