Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$690K Hold
2025
Q2
$758K Sell
2025
Q1
$727K Buy
2024
Q4
$774K Sell
2024
Q3
$798K Buy
2024
Q2
$715K Buy
2024
Q1
$691K Sell
2023
Q4
$603K Sell
2023
Q3
$608K Sell
2023
Q2
$648K Sell
2023
Q1
$690K Buy
2022
Q4
$612K Sell
2022
Q3
$563K Hold
2022
Q2
$586K Buy
2022
Q1
$756K Hold
2021
Q4
$875K Sell
2021
Q3
$753K Sell
2021
Q2
$748K Buy
2021
Q1
$640K Buy
2020
Q4
$550K Buy