Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$737K Sell
2025
Q2
$690K Buy
2025
Q1
$327K Sell
2024
Q4
$897K Buy
2024
Q3
$569K Sell
2024
Q2
$786K Buy
2024
Q1
$569K Buy
2023
Q4
$464K Buy
2023
Q3
$416K Sell
2023
Q2
$448K Sell
2023
Q1
$572K Sell
2022
Q4
$782K Buy
2022
Q3
$251K Buy
2022
Q2
$124K Buy
2021
Q4
Sell
2021
Q3
$173K Buy