Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$507K Sell
2025
Q2
$567K Sell
2025
Q1
$625K Buy
2024
Q4
$654K Buy
2024
Q3
$522K Buy
2024
Q2
$428K Hold
2024
Q1
$369K Hold
2023
Q4
$333K Hold
2023
Q3
$285K Sell
2023
Q2
$283K Sell
2023
Q1
$267K Hold
2022
Q4
$245K Sell
2022
Q3
$255K Hold
2022
Q2
$259K Hold
2022
Q1
$312K Sell
2021
Q4
$313K Buy