Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$620K Sell
2025
Q2
$676K Sell
2025
Q1
$664K Sell
2024
Q4
$553K Sell
2024
Q3
$573K Sell
2024
Q2
$690K Sell
2024
Q1
$651K Buy
2023
Q4
$503K Sell
2023
Q3
$506K Sell
2023
Q2
$809K Buy
2023
Q1
$975K Buy
2022
Q4
$914K Sell
2022
Q3
$793K Sell
2022
Q2
$1.1M Sell
2022
Q1
$1.15M Buy
2021
Q4
$1.03M Buy