Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$860K Sell
2025
Q2
$747K Buy
2025
Q1
$773K Sell
2024
Q4
$686K Buy
2024
Q3
$662K Buy
2024
Q2
$728K Sell
2024
Q1
$762K Buy
2023
Q4
$672K Sell
2023
Q3
$738K Buy
2023
Q2
$600K Buy
2023
Q1
$607K Buy
2022
Q4
$552K Buy
2022
Q3
$437K Buy
2022
Q2
$391K Buy
2022
Q1
$354K Buy
2021
Q4
$255K Buy
2021
Q3
$241K Buy
2021
Q2
$221K Buy