Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$779K Buy
2025
Q2
$803K Sell
2025
Q1
$771K Sell
2024
Q4
$757K Sell
2024
Q3
$754K Buy
2024
Q2
$704K Buy
2024
Q1
$571K Buy
2023
Q4
$493K Buy
2023
Q3
$397K Sell
2023
Q2
$403K Buy
2023
Q1
$322K Buy
2022
Q4
$275K Buy
2022
Q3
$284K Sell
2022
Q2
$461K Buy
2022
Q1
$493K Sell
2021
Q4
$533K Buy
2021
Q3
$407K Buy