Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$635K Sell
2025
Q2
$712K Sell
2025
Q1
$801K Hold
2024
Q4
$708K Sell
2024
Q3
$723K Sell
2024
Q2
$578K Buy
2024
Q1
$629K Buy
2022
Q1
Sell
2021
Q4
$37K Sell
2021
Q3
$441K Sell
2021
Q2
$497K Sell
2021
Q1
$470K Sell
2020
Q4
$709K Buy