Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$578K Sell
2025
Q2
$635K Sell
2025
Q1
$690K Buy
2024
Q4
$655K Buy
2024
Q3
$712K Buy
2024
Q2
$554K Sell
2024
Q1
$558K Sell
2023
Q4
$426K Buy
2023
Q3
$299K Buy
2023
Q2
$130K Sell
2023
Q1
$106K Sell
2022
Q4
$101K Sell
2022
Q3
$120K Sell
2022
Q2
$118K Sell
2022
Q1
$178K Buy
2021
Q4
$132K Buy
2021
Q3
$96K Buy
2021
Q2
$36K Buy