Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$885K Sell
2025
Q2
$948K Buy
2025
Q1
$811K Buy
2024
Q4
$733K Sell
2024
Q3
$714K Sell
2024
Q2
$688K Buy
2024
Q1
$591K Sell
2023
Q4
$534K Sell
2023
Q3
$459K Hold
2023
Q2
$437K Buy
2023
Q1
$394K Hold
2022
Q4
$362K Sell
2022
Q3
$375K Sell
2022
Q2
$384K Sell
2022
Q1
$466K Sell
2021
Q4
$465K Sell
2021
Q3
$379K Buy
2021
Q2
$333K Hold
2021
Q1
$296K Sell
2020
Q4
$325K Buy