Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$715K Sell
2025
Q2
$656K Sell
2025
Q1
$644K Sell
2024
Q4
$634K Sell
2024
Q3
$762K Sell
2024
Q2
$819K Sell
2024
Q1
$828K Sell
2023
Q4
$737K Sell
2023
Q3
$661K Sell
2023
Q2
$852K Buy
2023
Q1
$773K Sell
2022
Q4
$831K Sell
2022
Q3
$661K Sell
2022
Q2
$2.5M Buy
2022
Q1
$578K Buy
2021
Q4
$755K Buy
2021
Q3
$767K Buy
2021
Q2
$711K Sell
2021
Q1
$684K Buy
2020
Q4
$569K Buy