Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$548K Sell
2025
Q1
$496K Buy
2024
Q4
$431K Buy
2024
Q3
$347K Sell
2024
Q2
$366K Sell
2024
Q1
$594K Buy
2023
Q4
$559K Sell
2023
Q3
$537K Buy
2023
Q2
$524K Sell
2023
Q1
$746K Sell
2022
Q4
$628K Buy
2022
Q3
$373K Buy
2022
Q2
$241K Buy
2022
Q1
$211K Buy
2021
Q4
$217K Buy
2020
Q3
Sell
2020
Q2
$36K Buy