Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$487K Sell
2025
Q2
$442K Sell
2025
Q1
$462K Buy
2024
Q4
$407K Sell
2024
Q3
$496K Buy
2024
Q2
$653K Sell
2024
Q1
$1.12M Buy
2023
Q4
$1.27M Buy
2023
Q3
$751K Buy
2023
Q2
$559K Sell
2023
Q1
$622K Sell
2022
Q4
$529K Sell
2022
Q3
$566K Sell
2022
Q2
$836K Buy
2022
Q1
$1.09M Sell
2021
Q4
$1.33M Buy