Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$859K Sell
2025
Q2
$949K Hold
2025
Q1
$801K Buy
2024
Q4
$687K Buy
2024
Q3
$428K Sell
2024
Q2
$339K Buy
2024
Q1
$334K Buy
2023
Q4
$261K Sell
2023
Q3
$230K Sell
2023
Q2
$233K Hold
2023
Q1
$228K Hold
2022
Q4
$245K Hold
2022
Q3
$207K Sell
2022
Q2
$331K Buy
2022
Q1
$122K Hold
2021
Q4
$125K Sell
2021
Q3
$135K Hold
2021
Q2
$142K Sell
2021
Q1
$164K Buy
2020
Q4
$152K Buy