Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$544K Sell
2025
Q2
$543K Buy
2025
Q1
$606K Sell
2024
Q4
$509K Sell
2024
Q3
$647K Buy
2024
Q2
$626K Sell
2024
Q1
$571K Sell
2023
Q4
$580K Buy
2023
Q3
$525K Sell
2023
Q2
$605K Sell
2023
Q1
$665K Buy
2022
Q4
$703K Buy
2022
Q3
$604K Buy
2022
Q2
$659K Buy
2022
Q1
$644K Buy
2021
Q4
$599K Buy
2021
Q3
$570K Sell
2021
Q2
$649K Sell
2021
Q1
$679K Sell
2020
Q4
$697K Buy