Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$894K Buy
2025
Q2
$910K Sell
2025
Q1
$920K Buy
2024
Q4
$815K Buy
2024
Q3
$927K Buy
2024
Q2
$966K Sell
2024
Q1
$896K Sell
2023
Q4
$1.14M Sell
2023
Q3
$1.04M Buy
2023
Q2
$911K Buy
2023
Q1
$683K Buy
2022
Q4
$580K Sell
2022
Q3
$476K Buy
2022
Q2
$605K Sell
2022
Q1
$754K Buy
2021
Q4
$757K Buy
2021
Q3
$444K Buy