Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$793K Sell
2025
Q2
$847K Hold
2025
Q1
$826K Sell
2024
Q4
$710K Sell
2024
Q3
$727K Sell
2024
Q2
$690K Sell
2024
Q1
$766K Buy
2023
Q4
$741K Sell
2023
Q3
$678K Buy
2023
Q2
$760K Sell
2023
Q1
$711K Sell
2022
Q4
$793K Buy
2022
Q3
$689K Buy
2022
Q2
$772K Buy
2022
Q1
$818K Buy
2021
Q4
$954K Buy