Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$669K Sell
2025
Q2
$536K Sell
2025
Q1
$721K Buy
2024
Q4
$559K Buy
2024
Q3
$591K Buy
2024
Q2
$510K Buy
2024
Q1
$472K Buy
2023
Q4
$300K Sell
2023
Q3
$400K Sell
2023
Q2
$436K Buy
2023
Q1
$480K Buy
2022
Q4
$388K Sell
2022
Q3
$360K Sell
2022
Q2
$421K Buy
2022
Q1
$422K Buy
2021
Q4
$350K Sell
2021
Q3
$677K Buy
2021
Q2
$664K Sell
2021
Q1
$674K Buy
2020
Q4
$648K Buy