Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$874K Sell
2025
Q2
$1.02M Sell
2025
Q1
$1.02M Sell
2024
Q4
$1.07M Sell
2024
Q3
$1.08M Sell
2024
Q2
$913K Buy
2024
Q1
$811K Buy
2023
Q4
$701K Buy
2023
Q3
$710K Buy
2023
Q2
$668K Buy
2023
Q1
$609K Buy
2022
Q4
$580K Buy
2022
Q3
$527K Buy
2022
Q2
Sell
2022
Q1
$384K Sell
2021
Q4
$363K Buy