Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$933K Sell
2025
Q2
$1.04M Buy
2025
Q1
$954K Buy
2024
Q4
$864K Sell
2024
Q3
$878K Buy
2024
Q2
$760K Buy
2024
Q1
$584K Buy
2023
Q4
$377K Buy
2023
Q3
$312K Buy
2023
Q2
$271K Sell
2023
Q1
$264K Sell
2022
Q4
$368K Sell
2022
Q3
$391K Sell
2022
Q2
$409K Buy
2022
Q1
$479K Sell
2021
Q4
$513K Buy
2021
Q3
$314K Buy
2021
Q2
$243K Buy
2021
Q1
$203K Sell
2020
Q4
$223K Buy