Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$432K Buy
2025
Q2
$441K Sell
2025
Q1
$393K Hold
2024
Q4
$446K Sell
2024
Q3
$629K Hold
2024
Q2
$516K Buy
2024
Q1
$648K Buy
2023
Q4
$769K Sell
2023
Q3
$725K Sell
2023
Q2
$805K Buy
2023
Q1
$895K Buy
2022
Q4
$720K Buy
2022
Q3
$511K Buy
2022
Q2
$628K Sell
2022
Q1
$833K Buy
2021
Q4
$986K Buy