Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.26M Sell
2025
Q2
$990K Buy
2025
Q1
$615K Buy
2024
Q4
$573K Sell
2024
Q3
$586K Buy
2024
Q2
$455K Buy
2024
Q1
$316K Sell
2023
Q4
$269K Sell
2023
Q3
$275K Buy
2023
Q1
$257K Sell
2022
Q4
$233K Buy
2022
Q3
Sell
2022
Q2
$217K Sell
2022
Q1
$250K Sell
2021
Q4
$269K Hold
2021
Q3
$285K Sell
2021
Q2
$276K Sell
2021
Q1
$224K Sell
2020
Q4
$210K Buy