Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$786K Buy
2025
Q2
$675K Sell
2025
Q1
$684K Sell
2024
Q4
$618K Buy
2024
Q3
$680K Sell
2024
Q2
$643K Sell
2024
Q1
$751K Sell
2023
Q4
$732K Buy
2023
Q3
$385K Buy
2023
Q2
$350K Buy
2023
Q1
$336K Sell
2022
Q4
$362K Sell
2022
Q3
$349K Buy
2022
Q2
$455K Sell
2022
Q1
$461K Buy
2021
Q4
$440K Buy
2020
Q3
Sell
2020
Q2
$34K Buy