Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$650K Buy
2025
Q2
$666K Buy
2025
Q1
$650K Buy
2024
Q4
$523K Buy
2024
Q3
$505K Buy
2024
Q2
$439K Buy
2024
Q1
$404K Sell
2023
Q4
$385K Sell
2023
Q3
$352K Sell
2023
Q2
$373K Buy
2023
Q1
$442K Sell
2022
Q4
$438K Buy
2022
Q3
$365K Sell
2022
Q2
$503K Sell
2022
Q1
$574K Sell
2021
Q4
$604K Buy
2021
Q3
$656K Sell
2021
Q2
$725K Sell
2021
Q1
$817K Sell
2020
Q4
$763K Buy