Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$650K Sell
2025
Q2
$657K Buy
2025
Q1
$688K Sell
2024
Q4
$620K Sell
2024
Q3
$601K Sell
2024
Q2
$880K Buy
2024
Q1
$933K Buy
2023
Q4
$385K Hold
2023
Q3
$429K Hold
2023
Q2
$457K Hold
2023
Q1
$417K Hold
2022
Q4
$397K Sell
2022
Q3
$361K Hold
2022
Q2
$363K Buy
2022
Q1
$301K Sell
2021
Q4
$285K Buy
2021
Q3
$257K Sell
2021
Q2
$318K Buy
2021
Q1
$201K Buy