Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$654K Sell
2025
Q1
$740K Buy
2024
Q4
$719K Sell
2024
Q3
$739K Buy
2024
Q2
$582K Buy
2024
Q1
$608K Sell
2023
Q4
$559K Sell
2023
Q3
$713K Buy
2023
Q2
$477K Buy
2023
Q1
$481K Sell
2022
Q4
$633K Sell
2022
Q3
$762K Buy
2022
Q2
$752K Sell
2022
Q1
$881K Sell
2021
Q4
$992K Sell
2021
Q3
$1.05M Buy
2020
Q2
Sell
2020
Q1
$373K Buy
2019
Q4
$482K Buy