Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$795K Sell
2025
Q2
$761K Buy
2025
Q1
$706K Buy
2024
Q4
$719K Sell
2024
Q3
$872K Buy
2024
Q2
$812K Sell
2024
Q1
$823K Buy
2023
Q4
$651K Hold
2023
Q3
$651K Sell
2023
Q2
$855K Buy
2023
Q1
$768K Buy
2022
Q4
$953K Sell
2022
Q3
$818K Buy
2022
Q2
$962K Buy
2022
Q1
$705K Sell
2021
Q4
$805K Sell
2021
Q3
$615K Buy
2021
Q2
$560K Buy
2021
Q1
$507K Buy
2020
Q4
$515K Buy