Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$764K Buy
2025
Q2
$740K Sell
2025
Q1
$685K Sell
2024
Q4
$648K Sell
2024
Q3
$609K Buy
2024
Q2
$529K Buy
2024
Q1
$394K Buy
2023
Q4
$296K Sell
2023
Q3
$281K Sell
2023
Q2
$309K Sell
2023
Q1
$321K Sell
2022
Q4
$311K Buy
2022
Q3
Sell
2022
Q2
$282K Buy
2022
Q1
$328K Buy
2021
Q4
$350K Buy
2021
Q3
$320K Buy
2021
Q2
$332K Buy