Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$512K Sell
2025
Q1
$555K Sell
2024
Q4
$658K Buy
2024
Q3
$765K Buy
2024
Q2
$774K Sell
2024
Q1
$710K Sell
2023
Q4
$930K Sell
2023
Q3
$801K Buy
2023
Q2
$664K Sell
2023
Q1
$561K Sell
2022
Q4
$569K Sell
2022
Q3
$476K Sell
2022
Q2
$657K Buy
2022
Q1
$816K Buy
2021
Q4
$1.01M Sell
2021
Q3
$1.07M Buy
2021
Q2
$1M Buy
2021
Q1
$742K Sell
2020
Q4
$786K Buy