Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$664K Sell
2025
Q2
$544K Sell
2025
Q1
$537K Sell
2024
Q4
$507K Sell
2024
Q3
$598K Sell
2024
Q2
$543K Sell
2024
Q1
$554K Sell
2023
Q4
$534K Sell
2023
Q3
$521K Sell
2023
Q2
$534K Sell
2023
Q1
$603K Buy
2022
Q4
$588K Sell
2022
Q3
$520K Sell
2022
Q2
$599K Buy
2022
Q1
$590K Buy
2021
Q4
$506K Buy