Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$719K Buy
2025
Q2
$583K Sell
2025
Q1
$543K Hold
2024
Q4
$521K Hold
2024
Q3
$468K Sell
2024
Q2
$428K Sell
2024
Q1
$750K Sell
2023
Q4
$826K Sell
2023
Q3
$892K Buy
2023
Q2
$844K Buy
2023
Q1
$812K Buy
2022
Q4
$716K Sell
2022
Q3
$630K Sell
2022
Q2
$692K Sell
2022
Q1
$952K Buy
2021
Q4
$50K Buy
2020
Q3
$56K Hold
2020
Q2
$66K Buy
2020
Q1
$43K Sell
2019
Q4
$74K Buy