Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$807K Buy
2025
Q2
$627K Sell
2025
Q1
$464K Buy
2024
Q4
$553K Sell
2024
Q3
$609K Buy
2024
Q2
$505K Sell
2024
Q1
$499K Buy
2023
Q4
$419K Sell
2023
Q3
$443K Hold
2023
Q2
$498K Hold
2023
Q1
$389K Hold
2022
Q4
$342K Sell
2022
Q3
$274K Hold
2022
Q2
$314K Hold
2022
Q1
$336K Buy
2021
Q4
$386K Sell
2021
Q3
$391K Sell
2021
Q2
$350K Hold
2021
Q1
$315K Buy