Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$865K Sell
2025
Q2
$859K Buy
2025
Q1
$850K Sell
2024
Q4
$817K Buy
2024
Q3
$622K Buy
2024
Q2
$536K Buy
2024
Q1
$460K Buy
2023
Q4
$298K Sell
2023
Q3
$371K Sell
2023
Q2
$429K Buy
2023
Q1
$381K Sell
2022
Q4
$359K Sell
2022
Q3
$323K Buy
2022
Q2
$297K Sell
2022
Q1
$352K Buy
2021
Q4
$365K Buy
2021
Q3
$298K Sell
2021
Q2
$474K Buy
2021
Q1
$443K Buy
2020
Q4
$387K Buy