Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$328K Sell
2025
Q2
$749K Buy
2025
Q1
$580K Buy
2024
Q4
$489K Sell
2024
Q3
$688K Sell
2024
Q2
$638K Sell
2024
Q1
$645K Buy
2023
Q4
$633K Buy
2023
Q3
$288K Sell
2023
Q2
$308K Hold
2023
Q1
$323K Buy
2022
Q4
$368K Buy
2022
Q3
$339K Buy
2022
Q2
$396K Hold
2022
Q1
$456K Buy
2021
Q4
$544K Buy
2021
Q3
$537K Hold
2021
Q2
$608K Sell
2021
Q1
$600K Buy
2020
Q4
$536K Buy