Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$947K Sell
2024
Q3
$1.05M Sell
2024
Q2
$807K Sell
2024
Q1
$723K Buy
2023
Q4
$419K Sell
2023
Q3
$424K Buy
2023
Q2
$432K Buy
2023
Q1
$453K Buy
2022
Q4
$468K Buy
2022
Q3
$422K Sell
2022
Q2
$537K Buy
2022
Q1
$586K Buy
2021
Q4
$657K Buy
2021
Q3
$646K Buy
2021
Q2
$731K Sell
2021
Q1
$757K Buy
2020
Q4
$630K Buy
2020
Q3
$565K Buy