Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$785K Buy
2025
Q2
$702K Sell
2025
Q1
$835K Buy
2024
Q4
$690K Sell
2024
Q3
$918K Buy
2024
Q2
$916K Sell
2024
Q1
$993K Sell
2023
Q4
$963K Sell
2023
Q3
$1.12M Buy
2023
Q2
$1.03M Buy
2023
Q1
$1.07M Buy
2022
Q4
$1.13M Sell
2022
Q3
$953K Buy
2022
Q2
$872K Sell
2022
Q1
$997K Sell
2021
Q4
$862K Buy
2021
Q3
$689K Sell
2021
Q2
$783 Buy
2021
Q1
$489 Buy