Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$766K Sell
2025
Q2
$679K Sell
2025
Q1
$740K Buy
2024
Q4
$844K Sell
2024
Q3
$589K Hold
2024
Q2
$445K Hold
2024
Q1
$396K Hold
2023
Q4
$559K Hold
2023
Q3
$563K Hold
2023
Q2
$589K Hold
2023
Q1
$467K Hold
2022
Q4
$277K Hold
2022
Q3
$597K Hold
2022
Q2
$505K Buy
2022
Q1
$566K Hold
2021
Q4
$555K Hold
2021
Q3
$407K Hold
2021
Q2
$357K Hold
2021
Q1
$351K Hold
2020
Q4
$370K Buy