Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$683K Sell
2025
Q2
$770K Buy
2025
Q1
$821K Sell
2024
Q4
$1.08M Buy
2024
Q3
$414K Sell
2024
Q2
$859K Buy
2024
Q1
$414K Buy
2023
Q3
Sell
2023
Q2
$401K Buy
2023
Q1
$389K Sell
2022
Q4
$372K Buy
2022
Q3
$240K Sell
2022
Q2
$352K Sell
2022
Q1
$499K Buy
2021
Q4
$432K Buy
2021
Q3
$339K Buy
2021
Q2
$228K Sell
2021
Q1
$225K Buy