Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$779K Buy
2025
Q2
$656K Buy
2025
Q1
$582K Sell
2024
Q4
$613K Sell
2024
Q3
$680K Sell
2024
Q2
$627K Sell
2024
Q1
$662K Sell
2023
Q4
$598K Sell
2023
Q3
$584K Buy
2023
Q2
$306K Buy
2023
Q1
$218K Buy
2022
Q4
$238K Buy
2022
Q3
Sell
2022
Q2
$200K Buy
2022
Q1
$243K Sell
2021
Q4
$216K Hold
2021
Q3
$240K Buy
2020
Q3
Sell
2020
Q2
$277K Buy