Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$678K Sell
2025
Q2
$785K Sell
2025
Q1
$867K Buy
2023
Q2
Sell
2023
Q1
$396K Sell
2022
Q4
$396K Buy
2022
Q3
$385K Sell
2022
Q2
$1.39M Buy
2021
Q3
Sell
2021
Q2
$503K Buy
2021
Q1
$317K Sell
2020
Q4
$294K Buy
2020
Q3
$251K Buy
2020
Q1
Sell
2019
Q4
$286K Buy
2018
Q1
Sell
2017
Q4
$277K Buy