Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$881K Sell
2025
Q2
$906K Hold
2025
Q1
$819K Sell
2024
Q4
$860K Sell
2024
Q3
$1.01M Buy
2024
Q2
$559K Hold
2024
Q1
$616K Hold
2023
Q4
$581K Hold
2023
Q3
$523K Buy
2022
Q4
Sell
2022
Q3
$407K Buy
2022
Q2
$326K Buy
2022
Q1
Sell
2021
Q4
$819K Buy
2021
Q2
Sell
2021
Q1
$377K Hold
2020
Q4
$318K Buy
2019
Q1
Sell
2018
Q4
$264K Buy