Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$720K Sell
2025
Q2
$658K Buy
2025
Q1
$605K Sell
2024
Q4
$655K Sell
2024
Q3
$767K Sell
2024
Q2
$866K Buy
2024
Q1
$873K Sell
2023
Q4
$847K Sell
2023
Q3
$995K Buy
2023
Q2
$906K Buy
2023
Q1
$906K Sell
2022
Q4
$841K Sell
2022
Q3
$722K Sell
2022
Q2
$727K Buy
2022
Q1
$642K Buy
2021
Q4
$401K Sell
2021
Q3
$570K Buy
2021
Q2
$401K Buy
2018
Q4
Sell
2018
Q3
$112K Buy