Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$616K Sell
2025
Q2
$668K Buy
2025
Q1
$561K Sell
2024
Q4
$517K Buy
2024
Q3
$487K Sell
2024
Q2
$381K Sell
2024
Q1
$441K Buy
2023
Q4
$357K Buy
2023
Q3
$300K Buy
2023
Q2
$278K Buy
2023
Q1
$269K Buy
2022
Q4
$285K Buy
2022
Q3
$234K Buy
2022
Q2
$277K Buy
2022
Q1
$245K Hold
2021
Q4
$252K Buy
2021
Q3
$201K Buy
2021
Q2
$208K Buy