Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$895K Sell
2025
Q2
$808K Sell
2025
Q1
$570K Sell
2024
Q4
$667K Sell
2024
Q3
$658K Sell
2024
Q2
$588K Sell
2024
Q1
$604K Sell
2023
Q4
$644K Sell
2023
Q3
$1.09M Sell
2023
Q2
$1.52M Buy
2023
Q1
$1.24M Sell
2022
Q4
$1.17M Sell
2022
Q3
$914K Sell
2022
Q2
$806K Sell
2022
Q1
$1.11M Buy
2021
Q4
$1.07M Buy
2021
Q3
$1.02M Buy
2021
Q2
$991K Buy