Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$586K Sell
2025
Q2
$498K Sell
2025
Q1
$643K Sell
2024
Q4
$834K Hold
2024
Q3
$1.14M Buy
2024
Q2
Sell
2024
Q1
$938K Buy
2023
Q4
$783K Buy
2023
Q3
$641K Buy
2023
Q2
$595K Buy
2023
Q1
$371K Sell
2022
Q4
$353K Buy
2022
Q3
$271K Buy
2022
Q2
$315K Sell
2022
Q1
$359K Buy
2021
Q4
$376K Buy
2021
Q3
$298K Buy