Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$528K Sell
2025
Q2
$458K Sell
2025
Q1
$464K Sell
2024
Q4
$572K Sell
2024
Q3
$683K Hold
2024
Q2
$683K Buy
2024
Q1
$579K Sell
2023
Q4
$689K Hold
2023
Q3
$574K Sell
2023
Q2
$812K Buy
2023
Q1
$843K Sell
2022
Q4
$1.62M Buy
2022
Q3
$1.3M Sell
2022
Q2
$1.55M Sell
2022
Q1
$2.24M Buy
2021
Q4
$1.01M Sell
2021
Q3
$1.34M Buy
2021
Q2
$1.28M Buy