Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$618K Sell
2025
Q2
$502K Sell
2025
Q1
$578K Sell
2024
Q4
$505K Sell
2024
Q3
$576K Buy
2024
Q2
$500K Buy
2024
Q1
$530K Buy
2023
Q4
$451K Buy
2023
Q3
$432K Buy
2023
Q2
$390K Sell
2023
Q1
$465K Buy
2022
Q4
$471K Buy
2022
Q3
$359K Sell
2022
Q2
$412K Sell
2022
Q1
$454K Buy
2021
Q4
$360K Buy