Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$737K Hold
2025
Q2
$720K Sell
2025
Q1
$828K Sell
2024
Q4
$1.05M Sell
2024
Q3
$882K Hold
2024
Q2
$870K Sell
2024
Q1
$1.07M Buy
2023
Q4
$753K Buy
2023
Q3
$631K Buy
2023
Q2
$487K Sell
2023
Q1
$270K Sell
2022
Q4
$284K Sell
2022
Q3
$366K Buy
2022
Q2
$331K Buy
2022
Q1
$433K Buy
2021
Q4
$402K Buy