Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$806K Buy
2025
Q2
$777K Sell
2025
Q1
$869K Buy
2024
Q4
$598K Sell
2024
Q3
$757K Buy
2024
Q2
$710K Buy
2024
Q1
$610K Sell
2023
Q4
$625K Buy
2023
Q3
$568K Buy
2023
Q2
$436K Buy
2023
Q1
$404K Buy
2022
Q4
$293K Sell
2022
Q3
$282K Sell
2022
Q2
$308K Buy
2022
Q1
$244K Buy
2021
Q4
$194K Buy
2021
Q3
Sell
2021
Q2
$179K Buy