Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$701K Sell
2025
Q2
$510K Sell
2025
Q1
$578K Buy
2024
Q4
$509K Buy
2024
Q3
$313K Sell
2024
Q2
$237K Sell
2024
Q1
$268K Sell
2023
Q4
$389K Sell
2023
Q3
$392K Buy
2023
Q2
$300K Sell
2023
Q1
$345K Buy
2022
Q4
Sell
2022
Q3
$491K Buy
2022
Q2
$355K Sell
2022
Q1
$796K Sell
2021
Q4
$831K Buy