Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$767K Sell
2025
Q2
$802K Sell
2025
Q1
$786K Sell
2024
Q4
$697K Sell
2024
Q3
$768K Sell
2024
Q2
$586K Sell
2024
Q1
$468K Sell
2023
Q4
$567K Sell
2023
Q3
$706K Sell
2023
Q2
$768K Buy
2023
Q1
$602K Buy
2022
Q4
$661K Buy
2022
Q3
$569K Buy
2022
Q2
$645K Buy
2022
Q1
$727K Sell
2021
Q4
$875K Sell
2021
Q3
$920K Buy
2021
Q2
$939K Buy
2021
Q1
$212K Buy