Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.25M Sell
2025
Q2
$1.23M Buy
2025
Q1
$520K Sell
2024
Q4
$470K Sell
2024
Q3
$676K Sell
2024
Q2
$515K Sell
2024
Q1
$531K Sell
2023
Q4
$550K Buy
2023
Q3
$460K Sell
2023
Q2
$495K Buy
2023
Q1
$519K Buy
2022
Q4
$583K Sell
2022
Q3
$538K Sell
2022
Q2
$630K Buy
2022
Q1
$724K Buy
2021
Q4
$862K Buy
2021
Q3
$846K Sell
2021
Q2
$967K Sell
2021
Q1
$960K Sell
2020
Q4
$926K Buy