Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.15M Sell
2025
Q2
$904K Sell
2025
Q1
$580K Sell
2024
Q4
$718K Hold
2024
Q3
$734K Hold
2024
Q2
$608K Hold
2024
Q1
$541K Buy
2023
Q4
$438K Sell
2023
Q3
$455K Buy
2023
Q2
$510K Sell
2023
Q1
$398K Sell
2022
Q4
$401K Buy
2022
Q2
$299K Sell
2022
Q1
$383K Sell
2021
Q4
$416K Buy
2021
Q3
$262K Buy