Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$885K Buy
2025
Q2
$777K Buy
2025
Q1
$626K Buy
2024
Q4
$555K Buy
2024
Q3
$556K Buy
2024
Q2
$457K Sell
2024
Q1
$485K Hold
2023
Q4
$483K Sell
2023
Q3
$491K Buy
2023
Q2
$552K Sell
2023
Q1
$682K Buy
2022
Q4
$550K Buy
2022
Q3
$474K Buy
2022
Q2
$408K Sell
2022
Q1
$547K Sell
2021
Q4
$689K Sell
2021
Q3
$505K Sell
2021
Q2
$800K Buy
2021
Q1
$509K Buy
2020
Q4
$267K Buy