Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$949K Sell
2025
Q2
$1.04M Buy
2025
Q1
$880K Buy
2024
Q4
$572K Buy
2024
Q3
$520K Buy
2024
Q2
$428K Buy
2024
Q1
$377K Buy
2023
Q4
$314K Buy
2023
Q3
$230K Sell
2023
Q2
$258K Buy
2023
Q1
$279K Sell
2022
Q4
$289K Buy
2022
Q3
$234K Sell
2022
Q2
$323K Sell
2022
Q1
$344K Buy
2021
Q4
$353K Sell
2021
Q3
$519K Sell
2021
Q2
$554K Sell
2021
Q1
$643K Sell
2020
Q4
$622K Buy