Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$749K Sell
2025
Q2
$750K Buy
2025
Q1
$717K Sell
2024
Q4
$643K Buy
2024
Q3
$447K Sell
2024
Q2
$545K Sell
2024
Q1
$798K Buy
2023
Q4
$709K Buy
2023
Q3
$412K Sell
2023
Q2
$443K Sell
2023
Q1
$471K Buy
2022
Q4
$463K Sell
2022
Q3
$498K Buy
2022
Q2
$530K Buy
2022
Q1
$584K Buy
2021
Q4
$628K Buy
2021
Q3
$613K Buy
2021
Q2
$692K Buy
2021
Q1
$666K Buy