Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$512K Sell
2025
Q2
$499K Sell
2025
Q1
$536K Sell
2024
Q4
$629K Buy
2024
Q3
$599K Sell
2024
Q2
$665K Buy
2024
Q1
$593K Buy
2023
Q4
$440K Buy
2023
Q3
$452K Sell
2023
Q2
$448K Hold
2023
Q1
$413K Buy
2022
Q4
$311K Sell
2022
Q3
$296K Hold
2022
Q2
$451K Sell
2022
Q1
$469K Buy
2021
Q4
$517K Buy