Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$354K Sell
2025
Q2
$437K Sell
2025
Q1
$599K Buy
2024
Q4
$514K Sell
2024
Q3
$625K Buy
2024
Q2
$508K Buy
2024
Q1
$553K Sell
2023
Q4
$518K Sell
2023
Q3
$476K Sell
2023
Q2
$537K Sell
2023
Q1
$538K Sell
2022
Q4
$529K Sell
2022
Q3
$494K Sell
2022
Q2
$537K Buy
2022
Q1
$535K Sell
2021
Q4
$601K Sell
2021
Q3
$531K Buy
2021
Q2
$533K Sell
2021
Q1
$539K Buy
2020
Q4
$429K Buy
2020
Q3
$373K Buy