Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$690K Buy
2025
Q2
$795K Buy
2025
Q1
$866K Sell
2024
Q4
$885K Sell
2024
Q3
$871K Sell
2024
Q2
$701K Sell
2024
Q1
$747K Sell
2023
Q4
$944K Sell
2023
Q3
$780K Sell
2023
Q2
$782K Sell
2023
Q1
$780K Sell
2022
Q4
$640K Sell
2022
Q3
$613K Sell
2022
Q2
$654K Sell
2022
Q1
$762K Sell
2021
Q4
$991K Sell
2021
Q3
$893K Sell
2021
Q2
$656K Buy