Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$728K Sell
2025
Q2
$802K Sell
2025
Q1
$785K Buy
2024
Q4
$685K Sell
2024
Q3
$660K Buy
2024
Q2
Sell
2024
Q1
$667K Sell
2023
Q4
$751K Buy
2023
Q3
$680K Hold
2023
Q2
$713K Buy
2023
Q1
$712K Buy
2022
Q4
$587K Buy
2022
Q3
$538K Sell
2022
Q2
$534K Buy
2022
Q1
$706K Sell
2021
Q4
$620K Buy
2021
Q3
$552K Sell
2021
Q2
$534K Buy
2021
Q1
$403K Hold
2020
Q4
$356K Buy