Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$601K Hold
2025
Q2
$484K Sell
2025
Q1
$580K Buy
2024
Q4
$653K Hold
2024
Q3
$608K Sell
2024
Q2
$570K Sell
2024
Q1
$473K Buy
2023
Q4
$529K Sell
2023
Q3
$513K Sell
2023
Q2
$585K Sell
2023
Q1
$599K Sell
2022
Q4
$678K Sell
2022
Q3
$722K Sell
2022
Q2
$746K Buy
2022
Q1
$846K Sell
2021
Q4
$1.04M Buy