Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$639K Sell
2025
Q2
$620K Sell
2025
Q1
$588K Buy
2024
Q4
$550K Buy
2024
Q3
$426K Sell
2024
Q2
$397K Buy
2024
Q1
$448K Sell
2023
Q4
$372K Buy
2023
Q3
$371K Sell
2023
Q2
$366K Buy
2023
Q1
$358K Buy
2022
Q4
$596K Sell
2022
Q3
$371K Hold
2022
Q2
$398K Hold
2022
Q1
$493K Buy
2021
Q4
$596K Hold
2021
Q3
$562K Hold
2021
Q2
$584K Hold
2021
Q1
$531K Buy
2020
Q4
$497K Sell
2020
Q3
$438K Buy