Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.03M Sell
2025
Q2
$699K Buy
2025
Q1
$620K Buy
2024
Q4
$546K Sell
2024
Q3
$811K Sell
2024
Q2
$841K Sell
2024
Q1
$1.07M Buy
2023
Q4
$1.08M Sell
2023
Q3
$1.44M Buy
2023
Q1
Sell
2022
Q4
$410K Buy
2022
Q3
$286K Sell
2022
Q2
$367K Sell
2022
Q1
$437K Sell
2021
Q4
$611K Buy
2021
Q3
$661K Buy
2021
Q2
$554K Buy