Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$622K Sell
2025
Q2
$781K Buy
2025
Q1
$481K Sell
2024
Q4
$446K Buy
2024
Q3
$445K Sell
2024
Q2
$406K Sell
2024
Q1
$532K Buy
2023
Q4
$503K Buy
2023
Q3
$342K Sell
2023
Q2
$819K Buy
2023
Q1
$623K Sell
2022
Q4
$832K Buy
2020
Q3
$929K Hold
2020
Q2
$781K Sell
2020
Q1
$686K Hold
2019
Q4
$755K Buy