Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$571K Sell
2025
Q2
$617K Sell
2025
Q1
$941K Buy
2024
Q4
$653K Buy
2024
Q3
$379K Sell
2024
Q2
$467K Buy
2024
Q1
$379K Buy
2023
Q4
Sell
2023
Q3
$291K Buy
2023
Q2
$289K Sell
2023
Q1
$426K Sell
2022
Q4
$455K Sell
2022
Q3
$687K Sell
2022
Q2
$849K Buy
2022
Q1
$760K Buy
2021
Q4
$437K Sell
2021
Q3
$447K Buy
2021
Q2
$311K Buy
2021
Q1
$267K Buy
2020
Q4
$215K Buy