Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$893K Sell
2025
Q2
$709K Buy
2025
Q1
$435K Sell
2024
Q4
$981K Buy
2024
Q3
$458K Sell
2024
Q2
$351K Buy
2024
Q1
$298K Sell
2023
Q4
$423K Sell
2023
Q3
$429K Sell
2023
Q2
$459K Sell
2023
Q1
$366K Buy
2022
Q4
$203K Buy
2022
Q3
$305K Buy
2022
Q2
$256K Sell
2022
Q1
$413K Buy
2021
Q4
$373K Buy
2021
Q3
$273K Sell
2021
Q2
$247K Sell
2021
Q1
$361K Buy