Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$688K Sell
2025
Q2
$893K Sell
2025
Q1
$886K Sell
2024
Q4
$758K Buy
2024
Q3
$719K Sell
2024
Q2
$628K Sell
2024
Q1
$586K Buy
2023
Q4
$504K Buy
2023
Q3
$365K Buy
2023
Q2
$279K Buy
2023
Q1
$295K Sell
2022
Q4
$299K Buy
2022
Q2
Sell
2022
Q1
$202K Sell
2021
Q4
$220K Buy
2021
Q1
$202K Buy