Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$702K Sell
2025
Q2
$676K Sell
2025
Q1
$983K Buy
2024
Q4
$897K Buy
2024
Q3
$1.14M Buy
2024
Q2
$979K Sell
2024
Q1
$1.23M Sell
2023
Q4
$1.11M Buy
2023
Q3
$995K Sell
2023
Q2
$1.05M Buy
2023
Q1
$960K Buy
2022
Q4
$809K Buy
2022
Q3
$638K Buy
2022
Q2
$586K Sell
2022
Q1
$875K Buy
2021
Q4
$614K Buy
2021
Q3
$521K Buy
2021
Q2
$500K Buy
2021
Q1
$404K Buy
2020
Q4
$257K Buy