Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$946K Buy
2025
Q2
$917K Sell
2025
Q1
$778K Buy
2024
Q4
$503K Sell
2024
Q3
$442K Sell
2024
Q2
$805K Buy
2024
Q1
$883K Sell
2023
Q4
$1.02M Sell
2023
Q3
$764K Buy
2023
Q2
$768K Buy
2023
Q1
$652K Sell
2022
Q4
$823K Buy
2022
Q3
$503K Sell
2022
Q2
$573K Buy
2022
Q1
$758K Buy
2020
Q4
Sell
2020
Q3
$319K Buy
2020
Q2
$305K Buy