Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$803K Buy
2025
Q2
$723K Buy
2025
Q1
$506K Buy
2024
Q4
$368K Buy
2024
Q3
$378K Sell
2024
Q2
$370K Sell
2024
Q1
$441K Buy
2023
Q4
$299K Sell
2023
Q3
$224K Buy
2022
Q2
Sell
2022
Q1
$251K Sell
2021
Q4
$353K Sell
2021
Q3
$398K Buy
2021
Q2
$444K Buy
2021
Q1
$433K Buy
2020
Q4
$390K Sell
2020
Q3
$290K Sell
2020
Q2
$278K Buy
2020
Q1
$233K Buy