Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$810K Sell
2025
Q2
$827K Sell
2025
Q1
$572K Sell
2024
Q4
$816K Buy
2024
Q3
$671K Buy
2024
Q2
$550K Buy
2024
Q1
$661K Sell
2023
Q4
$630K Buy
2023
Q3
$627K Buy
2023
Q2
$533K Sell
2023
Q1
$436K Buy
2022
Q4
$336K Buy
2022
Q3
$253K Sell
2022
Q2
$233K Buy
2022
Q1
$263K Sell
2021
Q4
$316K Buy
2021
Q3
$261K Buy
2021
Q2
$252K Buy
2021
Q1
$225K Buy