Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$773K Buy
2025
Q2
$580K Sell
2025
Q1
$338K Sell
2024
Q4
$737K Buy
2024
Q3
$659K Buy
2024
Q2
$309K Hold
2024
Q1
$272K Sell
2023
Q4
$586K Buy
2023
Q3
$499K Buy
2023
Q2
$395K Sell
2023
Q1
$356K Buy
2022
Q4
$285K Hold
2022
Q3
$333K Hold
2022
Q2
$264K Hold
2022
Q1
$366K Buy
2021
Q4
$247K Buy
2021
Q3
$240K Sell
2021
Q2
$270K Hold
2021
Q1
$234K Buy