Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$658K Sell
2025
Q2
$724K Sell
2025
Q1
$609K Sell
2024
Q4
$638K Buy
2024
Q3
$586K Sell
2024
Q2
$606K Sell
2024
Q1
$601K Sell
2023
Q4
$510K Sell
2023
Q3
$861K Sell
2023
Q2
$1.35M Sell
2023
Q1
$1.14M Sell
2022
Q4
$1.04M Buy
2022
Q3
$837K Buy
2022
Q2
$914K Buy
2022
Q1
$882K Buy
2021
Q4
$1.06M Buy
2021
Q3
$1.15M Buy
2021
Q2
$1.27M Buy
2021
Q1
$629K Buy
2020
Q4
$555K Buy