Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$848K Sell
2025
Q2
$1.07M Buy
2025
Q1
$809K Buy
2024
Q4
$648K Buy
2024
Q3
$801K Sell
2024
Q2
$749K Buy
2024
Q1
$629K Sell
2023
Q4
$591K Buy
2023
Q3
$531K Sell
2023
Q2
$992K Buy
2023
Q1
$650K Sell
2022
Q4
$716K Sell
2022
Q3
$679K Buy
2022
Q2
$668K Buy
2022
Q1
$698K Sell
2021
Q4
$682K Buy
2021
Q3
$624K Buy
2021
Q2
Sell
2021
Q1
$15K Buy