Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$898K Sell
2025
Q2
$962K Sell
2025
Q1
$892K Sell
2024
Q4
$865K Sell
2024
Q3
$799K Sell
2024
Q2
$732K Hold
2024
Q1
$769K Sell
2023
Q4
$804K Buy
2023
Q3
$834K Buy
2023
Q2
$802K Buy
2023
Q1
$811K Sell
2022
Q4
$833K Sell
2022
Q3
$707K Sell
2022
Q2
$765K Sell
2022
Q1
$1.04M Sell
2021
Q4
$1.21M Buy