Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$447K Sell
2025
Q2
$564K Buy
2025
Q1
$623K Sell
2024
Q4
$710K Sell
2024
Q3
$826K Sell
2024
Q2
$948K Buy
2024
Q1
$800K Sell
2023
Q4
$677K Sell
2023
Q3
$800K Buy
2023
Q2
$594K Sell
2023
Q1
$561K Sell
2022
Q4
$623K Buy
2022
Q3
$354K Sell
2022
Q2
$378K Buy
2022
Q1
$243K Buy
2021
Q4
$187K Sell
2021
Q3
$323K Buy
2021
Q2
$205K Buy