Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$896K Sell
2025
Q2
$950K Buy
2025
Q1
$801K Sell
2024
Q4
$738K Sell
2024
Q3
$762K Sell
2024
Q2
$614K Sell
2024
Q1
$718K Sell
2023
Q4
$649K Sell
2023
Q3
$618K Buy
2023
Q2
$327K Buy
2023
Q1
$293K Sell
2022
Q4
$346K Buy
2022
Q3
$234K Sell
2022
Q2
$312K Buy
2022
Q1
$52K Sell
2021
Q4
$250K Sell
2021
Q3
$261K Buy
2021
Q2
$236K Buy