Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$508K Sell
2025
Q2
$527K Sell
2025
Q1
$481K Sell
2024
Q4
$479K Sell
2024
Q3
$431K Sell
2024
Q2
$464K Sell
2024
Q1
$507K Buy
2023
Q4
$492K Sell
2023
Q3
$552K Sell
2023
Q2
$540K Buy
2023
Q1
$521K Sell
2022
Q4
$487K Buy
2022
Q3
$330K Buy
2022
Q2
$340K Buy
2022
Q1
$205K Hold
2021
Q4
$205K Buy