Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$714K Buy
2025
Q2
$426K Sell
2025
Q1
$511K Sell
2024
Q4
$566K Sell
2024
Q3
$518K Buy
2024
Q2
$381K Sell
2024
Q1
$980K Buy
2023
Q4
$1.04M Sell
2023
Q3
$1M Buy
2023
Q2
$970K Buy
2023
Q1
$966K Buy
2022
Q4
$804K Sell
2022
Q3
$750K Buy
2022
Q2
$857K Buy
2022
Q1
$961K Buy
2021
Q4
$838K Buy
2021
Q3
$688K Buy
2021
Q2
$325K Buy