Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$660K Sell
2025
Q2
$766K Buy
2025
Q1
$681K Buy
2024
Q4
$653K Sell
2024
Q3
$686K Buy
2024
Q2
$610K Buy
2024
Q1
$640K Buy
2023
Q4
$647K Sell
2023
Q3
$691K Sell
2023
Q2
$697K Sell
2023
Q1
$705K Buy
2022
Q4
$641K Sell
2022
Q3
$606K Buy
2022
Q2
$641K Buy
2022
Q1
$832K Buy
2021
Q4
$876K Buy
2021
Q3
$752K Sell
2021
Q2
$736K Sell
2021
Q1
$720K Buy
2020
Q4
$267K Buy