Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$620K Sell
2025
Q2
$476K Buy
2025
Q1
$383K Hold
2024
Q4
$597K Sell
2024
Q3
$404K Buy
2024
Q2
$259K Sell
2024
Q1
$237K Hold
2023
Q4
$335K Sell
2023
Q3
$385K Buy
2023
Q2
$391K Hold
2023
Q1
$310K Sell
2022
Q4
$307K Sell
2022
Q3
$1.01M Buy
2022
Q2
$832K Buy
2022
Q1
$1.25M Buy
2021
Q4
$1.15M Buy
2021
Q3
$798K Hold
2021
Q2
$699K Sell
2021
Q1
$777K Buy
2020
Q4
$812K Hold
2020
Q3
$493K Buy