Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$933K Sell
2025
Q2
$865K Buy
2025
Q1
$797K Sell
2024
Q4
$706K Sell
2024
Q3
$857K Buy
2024
Q2
$802K Sell
2024
Q1
$961K Sell
2023
Q4
$845K Sell
2023
Q3
$833K Sell
2023
Q2
$890K Sell
2023
Q1
$974K Sell
2022
Q4
$957K Buy
2022
Q3
$738K Sell
2022
Q2
$1.36M Buy
2022
Q1
$1.3M Sell
2021
Q4
$1.38M Sell
2021
Q3
$1.29M Buy