Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$639K Sell
2025
Q1
$622K Sell
2024
Q4
$672K Sell
2024
Q3
$656K Buy
2024
Q2
$656K Sell
2024
Q1
$750K Sell
2023
Q4
$784K Buy
2023
Q3
Sell
2023
Q2
$919K Buy
2023
Q1
$897K Sell
2022
Q4
$662K Sell
2022
Q3
$611K Buy
2022
Q2
$657K Buy
2022
Q1
$843K Buy
2021
Q4
$1.03M Buy
2021
Q3
$869K Buy
2021
Q2
$848K Sell
2021
Q1
$1.01M Buy
2020
Q4
$767K Buy