Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$914K Sell
2025
Q2
$933K Buy
2025
Q1
$778K Hold
2024
Q4
$622K Sell
2024
Q3
$928K Sell
2024
Q2
$915K Sell
2024
Q1
$985K Hold
2023
Q4
$897K Hold
2023
Q3
$788K Sell
2023
Q2
$824K Sell
2023
Q1
$749K Hold
2022
Q4
$768K Hold
2022
Q3
$537K Buy
2022
Q2
$596K Sell
2022
Q1
$631K Hold
2021
Q4
$842K Buy