Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$445K Sell
2025
Q2
$907K Buy
2025
Q1
$713K Sell
2024
Q4
$783K Buy
2024
Q3
$749K Sell
2024
Q2
$684K Buy
2024
Q1
$749K Sell
2023
Q4
$765K Buy
2023
Q3
$491K Buy
2023
Q2
$491K Sell
2023
Q1
$553K Buy
2022
Q4
$531K Sell
2022
Q3
$466K Sell
2022
Q2
$570K Buy
2022
Q1
$685K Buy
2021
Q4
$499K Buy
2021
Q3
$523K Buy
2021
Q2
$332K Buy
2021
Q1
$324K Buy
2020
Q4
$205K Buy