Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$970K Buy
2025
Q2
$937K Sell
2025
Q1
$845K Buy
2024
Q4
$752K Buy
2024
Q3
$646K Buy
2024
Q2
$232K Sell
2024
Q1
$317K Sell
2023
Q4
$324K Sell
2023
Q3
$411K Buy
2023
Q2
$268K Buy
2023
Q1
$230K Buy
2020
Q4
Sell
2020
Q3
$251K Buy
2020
Q1
Sell
2019
Q4
$696K Buy