Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$605K Sell
2025
Q2
$554K Sell
2025
Q1
$540K Sell
2024
Q4
$616K Sell
2024
Q3
$780K Hold
2024
Q2
$830K Buy
2024
Q1
$702K Buy
2023
Q4
$555K Sell
2023
Q3
$467K Buy
2023
Q2
$481K Sell
2023
Q1
$398K Sell
2022
Q4
$443K Sell
2022
Q3
$411K Sell
2022
Q2
$473K Sell
2022
Q1
$557K Sell
2021
Q4
$740K Buy