Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$900K Buy
2025
Q2
$644K Sell
2025
Q1
$795K Sell
2024
Q4
$892K Sell
2024
Q3
$828K Buy
2024
Q2
$622K Buy
2024
Q1
$510K Sell
2023
Q4
$591K Buy
2023
Q3
$692K Buy
2023
Q2
$491K Sell
2023
Q1
$509K Buy
2022
Q4
$427K Sell
2022
Q3
$435K Sell
2022
Q2
$581K Buy
2022
Q1
$467K Buy
2021
Q4
$483K Buy
2021
Q3
$294K Buy
2021
Q2
$268K Buy