Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$496K Sell
2025
Q2
$588K Sell
2025
Q1
$645K Sell
2024
Q4
$563K Hold
2024
Q3
$505K Buy
2024
Q2
$306K Sell
2024
Q1
$582K Sell
2023
Q4
$667K Hold
2023
Q3
$581K Sell
2023
Q2
$665K Hold
2023
Q1
$670K Buy
2022
Q4
$501K Buy
2022
Q3
$364K Hold
2022
Q2
$464K Buy
2022
Q1
Sell
2021
Q4
$756K Buy