Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$773K Sell
2025
Q1
$728K Hold
2024
Q4
$776K Buy
2024
Q3
$718K Hold
2024
Q2
$724K Hold
2024
Q1
$781K Sell
2023
Q4
$826K Hold
2023
Q3
$678K Buy
2023
Q2
$734K Hold
2023
Q1
$739K Sell
2022
Q4
$571K Hold
2022
Q3
$524K Buy
2022
Q2
$414K Hold
2022
Q1
$550K Hold
2021
Q4
$694K Buy