Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$986K Sell
2025
Q2
$1M Buy
2025
Q1
$952K Buy
2024
Q4
$728K Sell
2024
Q3
$804K Buy
2024
Q2
$706K Sell
2024
Q1
$800K Buy
2023
Q4
$662K Hold
2023
Q3
$662K Buy
2023
Q2
$723K Buy
2023
Q1
$645K Buy
2022
Q4
$664K Sell
2022
Q3
$624K Buy
2022
Q2
$652K Buy
2022
Q1
$682K Sell
2021
Q4
$812K Buy
2021
Q3
$680K Sell
2021
Q2
$702K Sell
2021
Q1
$733K Sell
2020
Q4
$711K Buy