Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.04M Sell
2025
Q2
$909K Sell
2025
Q1
$739K Sell
2024
Q4
$1.13M Buy
2024
Q3
$853K Buy
2024
Q2
$711K Buy
2024
Q1
$349K Sell
2023
Q4
$213K Sell
2023
Q3
$533K Buy
2022
Q1
Sell
2021
Q4
$231K Buy
2021
Q3
Sell
2021
Q2
$1.07M Buy
2021
Q1
$452K Sell
2020
Q4
$583K Buy