Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$793K Buy
2025
Q1
$671K Buy
2024
Q4
$684K Buy
2024
Q3
$644K Hold
2024
Q2
$649K Hold
2024
Q1
$701K Sell
2023
Q4
$755K Sell
2023
Q3
$961K Hold
2023
Q2
$1.07M Buy
2023
Q1
$1.07M Buy
2022
Q4
$610K Buy
2022
Q3
$547K Hold
2022
Q2
$590K Hold
2022
Q1
$784K Buy
2021
Q4
$970K Buy