Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$503K Sell
2025
Q2
$817K Buy
2025
Q1
$579K Sell
2024
Q4
$831K Sell
2024
Q3
$950K Sell
2024
Q2
$1.05M Sell
2024
Q1
$1.14M Buy
2023
Q4
$935K Sell
2023
Q3
$975K Buy
2023
Q2
$1.05M Buy
2023
Q1
$938K Sell
2022
Q4
$999K Buy
2022
Q3
$718K Buy
2022
Q2
$334K Buy
2022
Q1
$240K Buy
2021
Q1
Sell
2020
Q4
$245K Sell
2020
Q3
$530K Buy
2020
Q2
$268K Buy