Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$863K Sell
2025
Q2
$618K Buy
2025
Q1
$486K Buy
2024
Q4
$720K Buy
2024
Q3
$448K Hold
2024
Q2
$339K Hold
2024
Q1
$301K Buy
2023
Q4
$417K Sell
2023
Q3
$439K Buy
2023
Q2
$439K Sell
2023
Q1
$372K Hold
2022
Q4
$221K Sell
2022
Q3
$498K Buy
2022
Q2
$415K Hold
2022
Q1
$664K Buy
2021
Q4
$646K Buy