Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$849K Buy
2025
Q2
$698K Buy
2025
Q1
$427K Sell
2024
Q4
$521K Sell
2024
Q3
$443K Buy
2024
Q2
$373K Buy
2024
Q1
$310K Sell
2023
Q4
$339K Sell
2023
Q3
$301K Buy
2023
Q2
Sell
2023
Q1
$206K Buy
2022
Q1
Sell
2021
Q4
$231K Buy
2021
Q3
$224K Buy
2021
Q1
Sell
2020
Q4
$102K Buy