Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$967K Sell
2025
Q2
$1.08M Buy
2025
Q1
$821K Sell
2024
Q4
$662K Buy
2024
Q3
$656K Sell
2024
Q2
$681K Sell
2024
Q1
$708K Buy
2023
Q4
$607K Sell
2023
Q3
$620K Sell
2023
Q2
$635K Sell
2023
Q1
$641K Sell
2022
Q4
$867K Buy
2022
Q3
$597K Buy
2022
Q2
$680K Buy
2022
Q1
$555K Buy
2021
Q4
$312K Buy
2021
Q3
$242K Buy