Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$803K Sell
2025
Q2
$909K Sell
2025
Q1
$963K Buy
2024
Q4
$919K Buy
2024
Q3
$1.06M Sell
2024
Q2
$945K Buy
2024
Q1
$854K Buy
2023
Q4
$965K Buy
2023
Q3
$814K Buy
2023
Q2
$805K Buy
2023
Q1
$741K Buy
2022
Q4
$443K Sell
2022
Q3
$703K Buy
2022
Q2
$790K Sell
2022
Q1
$908K Sell
2021
Q4
$1.26M Sell
2021
Q3
$1.06M Buy
2021
Q2
Hold