Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$621K Sell
2025
Q2
$751K Buy
2025
Q1
$538K Buy
2024
Q4
$542K Sell
2024
Q3
$762K Buy
2024
Q2
$776K Buy
2024
Q1
$702K Buy
2023
Q4
$641K Sell
2023
Q3
$601K Sell
2023
Q2
$543K Sell
2023
Q1
$548K Buy
2022
Q4
$460K Buy
2022
Q3
$416K Sell
2022
Q2
$420K Sell
2022
Q1
$527K Sell
2021
Q4
$759K Sell
2021
Q3
$640K Buy
2021
Q2
$491K Buy