Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$544K Buy
2025
Q3
$488K Sell
2025
Q2
$350K Buy
2025
Q1
$309K Sell
2024
Q4
$272K Sell
2024
Q3
$331K Sell
2024
Q2
$470K Sell
2024
Q1
$727K Buy
2023
Q4
$826K Buy
2023
Q3
$476K Sell
2023
Q2
$459K Sell
2023
Q1
$458K Sell
2022
Q4
$386K Buy
2022
Q3
$364K Sell
2022
Q2
$545K Sell
2022
Q1
$724K Sell
2021
Q4
$754K Buy