Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$734K Hold
2025
Q2
$692K Buy
2025
Q1
$667K Sell
2024
Q4
$799K Sell
2024
Q3
$1.1M Buy
2024
Q2
Sell
2024
Q1
$1.2M Hold
2023
Q4
$1.08M Hold
2023
Q3
$938K Buy
2023
Q2
$953K Hold
2023
Q1
$814K Hold
2022
Q4
$740K Hold
2022
Q3
$700K Buy
2022
Q2
$782K Sell
2022
Q1
$1.24M Buy
2021
Q4
$1.56M Buy
2021
Q3
$314K Buy