Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$557K Sell
2025
Q2
$615K Buy
2025
Q1
$606K Sell
2024
Q4
$547K Sell
2024
Q3
$538K Buy
2024
Q2
$512K Sell
2024
Q1
$628K Sell
2023
Q4
$587K Sell
2023
Q3
$607K Buy
2023
Q2
$537K Sell
2023
Q1
$525K Sell
2022
Q4
$558K Buy
2022
Q3
$337K Sell
2022
Q2
$383K Buy
2022
Q1
$341K Sell
2021
Q4
$402K Sell
2021
Q3
$535K Buy
2021
Q2
$455K Buy