Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$752K Sell
2025
Q2
$783K Buy
2025
Q1
$772K Sell
2024
Q4
$699K Buy
2024
Q3
$570K Hold
2024
Q2
$544K Hold
2024
Q1
$579K Sell
2023
Q4
$542K Buy
2023
Q3
$474K Sell
2023
Q2
$499K Buy
2023
Q1
$446K Buy
2022
Q4
$411K Buy
2022
Q3
$341K Sell
2022
Q2
$378K Buy
2022
Q1
$423K Sell
2021
Q4
$416K Buy
2021
Q3
$427K Buy
2021
Q2
$426K Hold
2021
Q1
$386K Sell
2020
Q4
$409K Buy