Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$727K Sell
2025
Q2
$870K Sell
2025
Q1
$896K Buy
2024
Q3
Sell
2024
Q2
$905K Sell
2024
Q1
$968K Buy
2023
Q4
$688K Sell
2023
Q3
$596K Buy
2023
Q2
$607K Buy
2022
Q1
Sell
2021
Q4
$118K Buy
2021
Q3
$97K Hold
2021
Q2
$83K Buy