Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.04M Buy
2025
Q2
$921K Sell
2025
Q1
$881K Sell
2024
Q4
$904K Sell
2024
Q3
$1.12M Buy
2024
Q2
$855K Sell
2024
Q1
$1.08M Buy
2023
Q4
$853K Buy
2023
Q3
$697K Sell
2023
Q2
$667K Buy
2023
Q1
$586K Buy
2022
Q4
$597K Buy
2022
Q3
$408K Sell
2022
Q2
$588K Buy
2022
Q1
Sell
2021
Q4
$280K Buy