Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$853K Sell
2025
Q2
$907K Buy
2025
Q1
$886K Sell
2024
Q4
$838K Buy
2024
Q3
$809K Buy
2024
Q2
$652K Sell
2024
Q1
$685K Buy
2023
Q4
$631K Sell
2023
Q3
$571K Buy
2023
Q2
$599K Buy
2023
Q1
$641K Sell
2022
Q4
$637K Buy
2022
Q3
$414K Buy
2022
Q2
$496K Sell
2022
Q1
$1.65M Buy
2021
Q4
$1.02M Buy
2021
Q3
$868K Buy
2021
Q2
$420K Buy
2021
Q1
$383K Sell
2020
Q4
$371K Buy