Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$881K Sell
2025
Q2
$996K Buy
2025
Q1
$660K Buy
2024
Q4
$562K Buy
2024
Q3
$514K Buy
2024
Q2
$459K Sell
2024
Q1
$484K Buy
2023
Q4
$383K Sell
2023
Q3
$360K Buy
2023
Q2
$391K Buy
2023
Q1
$345K Buy
2022
Q4
$282K Buy
2022
Q3
Sell
2022
Q2
$301K Buy
2022
Q1
$251K Buy
2021
Q4
$229K Sell
2021
Q3
$249K Buy