Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$644K Sell
2025
Q2
$481K Sell
2025
Q1
$436K Sell
2024
Q4
$758K Sell
2024
Q3
$985K Sell
2024
Q2
$852K Buy
2024
Q1
$734K Buy
2023
Q4
$230K Buy
2022
Q4
Sell
2022
Q3
$222K Sell
2022
Q2
$222K Buy
2022
Q1
$253K Buy
2021
Q4
$241K Sell
2021
Q3
$222K Buy
2021
Q2
Sell
2021
Q1
$236K Sell
2020
Q4
$260K Buy