Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$944K Sell
2025
Q2
$918K Buy
2025
Q1
$676K Buy
2024
Q4
$653K Buy
2024
Q3
$603K Buy
2024
Q2
$549K Sell
2024
Q1
$661K Buy
2023
Q4
$450K Buy
2023
Q3
$345K Sell
2023
Q2
$316K Buy
2023
Q1
$243K Sell
2022
Q4
$362K Buy
2022
Q3
$285K Sell
2022
Q2
$343K Sell
2022
Q1
$485K Buy
2021
Q4
$54K Buy