Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$666K Sell
2025
Q2
$634K Sell
2025
Q1
$723K Sell
2024
Q4
$817K Sell
2024
Q3
$959K Sell
2024
Q2
$1.05M Sell
2024
Q1
$1.12M Sell
2023
Q4
$958K Sell
2023
Q3
$927K Sell
2023
Q2
$1.04M Buy
2023
Q1
$957K Buy
2022
Q4
$942K Buy
2022
Q3
$630K Sell
2022
Q2
$685K Sell
2022
Q1
$667K Buy
2021
Q4
$533K Buy
2021
Q3
$467K Buy
2021
Q2
$480K Buy
2021
Q1
$449K Buy
2020
Q4
$442K Buy
2020
Q3
$293K Buy