Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$747K Sell
2025
Q2
$862K Sell
2025
Q1
$864K Sell
2024
Q4
$778K Sell
2024
Q3
$859K Buy
2024
Q2
$745K Buy
2024
Q1
$642K Sell
2023
Q4
$626K Sell
2023
Q3
$579K Buy
2023
Q2
$477K Sell
2023
Q1
$431K Sell
2022
Q4
$428K Sell
2022
Q3
$434K Sell
2022
Q2
$437K Buy
2022
Q1
$404K Sell
2021
Q4
$397K Sell
2021
Q3
$446K Buy
2021
Q2
$425K Sell
2021
Q1
$448K Buy
2020
Q4
$344K Buy
2020
Q3
$307K Buy