Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$683K Sell
2025
Q2
$742K Buy
2025
Q1
$702K Sell
2024
Q4
$789K Sell
2024
Q3
$770K Sell
2024
Q2
$745K Buy
2024
Q1
$622K Sell
2023
Q4
$584K Buy
2023
Q3
$457K Buy
2023
Q1
$436K Sell
2022
Q4
$405K Buy
2022
Q3
$424K Buy
2022
Q2
$411K Buy
2022
Q1
$481K Buy
2021
Q4
$451K Buy
2021
Q3
$316K Buy
2021
Q2
$276K Buy
2021
Q1
$218K Buy