Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$484K Sell
2025
Q2
$528K Sell
2025
Q1
$489K Buy
2024
Q4
$318K Buy
2024
Q3
$268K Sell
2024
Q2
$266K Sell
2024
Q1
$801K Sell
2023
Q4
$930K Buy
2023
Q3
$882K Buy
2023
Q2
$675K Sell
2023
Q1
$699K Buy
2022
Q4
$542K Sell
2022
Q3
$657K Buy
2022
Q2
$665K Buy
2022
Q1
$667K Buy
2021
Q3
$565K Buy
2021
Q1
$513K Buy
2020
Q4
$439K Buy