Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$671K Sell
2025
Q2
$767K Sell
2025
Q1
$775K Buy
2024
Q4
$872K Sell
2024
Q3
$1.06M Buy
2024
Q2
$1.12M Buy
2024
Q1
$875K Buy
2023
Q4
$918K Sell
2023
Q3
$1.04M Buy
2023
Q2
$979K Sell
2023
Q1
$824K Sell
2022
Q4
$729K Buy
2022
Q3
$531K Sell
2022
Q2
$730K Buy
2022
Q1
$878K Buy
2021
Q4
$1.08M Sell
2021
Q3
$1.18M Buy
2021
Q2
$1.11M Buy