Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$604K Sell
2025
Q2
$639K Sell
2025
Q1
$566K Buy
2024
Q4
$575K Sell
2024
Q3
$578K Buy
2023
Q3
Sell
2023
Q2
$302K Sell
2023
Q1
$638K Sell
2022
Q4
$650K Sell
2022
Q3
$450K Sell
2022
Q2
$510K Buy
2022
Q1
$596K Buy
2021
Q4
$558K Buy
2020
Q2
Sell
2020
Q1
$202K Buy
2019
Q4
$273K Buy