Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$901K Buy
2025
Q2
$725K Buy
2025
Q1
$464K Sell
2024
Q4
$517K Buy
2024
Q3
$603K Sell
2024
Q2
$684K Buy
2024
Q1
$527K Buy
2023
Q4
$411K Buy
2023
Q3
$358K Sell
2023
Q2
$366K Buy
2023
Q1
$301K Sell
2022
Q4
$290K Buy
2022
Q3
$237K Sell
2022
Q2
$224K Buy
2022
Q1
$277K Buy
2021
Q4
$323K Hold
2021
Q3
$255K Hold
2021
Q2
$218K Buy
2021
Q1
$245K Buy