Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$698K Sell
2025
Q2
$731K Buy
2025
Q1
$703K Buy
2024
Q4
$550K Buy
2024
Q3
$530K Sell
2024
Q2
$554K Hold
2024
Q1
$554K Sell
2023
Q4
$535K Sell
2023
Q3
$486K Buy
2023
Q2
$506K Sell
2023
Q1
$612K Sell
2022
Q4
$640K Sell
2022
Q3
$545K Buy
2022
Q2
$730K Sell
2022
Q1
$814K Buy
2021
Q4
$830K Buy