Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$856K Sell
2025
Q2
$901K Buy
2025
Q1
$709K Sell
2024
Q4
$968K Sell
2024
Q3
$962K Buy
2024
Q2
$812K Sell
2024
Q1
$962K Sell
2023
Q4
$850K Buy
2023
Q3
$585K Sell
2023
Q2
$576K Sell
2023
Q1
$497K Buy
2021
Q4
Sell
2021
Q3
$454K Buy
2021
Q2
$441K Buy
2021
Q1
$206K Buy