Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$694K Sell
2025
Q2
$679K Buy
2025
Q1
$727K Sell
2024
Q4
$938K Sell
2024
Q3
$939K Sell
2024
Q2
$1.03M Sell
2024
Q1
$1M Sell
2023
Q4
$921K Buy
2023
Q3
$962K Buy
2023
Q2
$882K Sell
2023
Q1
$1.05M Buy
2022
Q4
$716K Sell
2022
Q3
$691K Buy
2022
Q2
$972K Buy
2022
Q1
$929K Sell
2021
Q4
$1.17M Buy