Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$911K Buy
2025
Q2
$713K Hold
2025
Q1
$771K Sell
2024
Q4
$878K Sell
2024
Q3
$819K Sell
2024
Q2
$746K Buy
2024
Q1
$597K Buy
2023
Q4
$670K Buy
2023
Q3
$544K Sell
2023
Q2
$676K Buy
2023
Q1
$574K Sell
2022
Q4
$469K Buy
2022
Q3
$493K Sell
2022
Q2
$525K Sell
2022
Q1
$866K Sell
2021
Q4
$858K Buy
2021
Q3
$693K Buy
2021
Q2
$670K Buy