Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$552K Buy
2025
Q2
$504K Sell
2025
Q1
$589K Buy
2024
Q4
$449K Sell
2024
Q3
$482K Buy
2024
Q2
$488K Sell
2024
Q1
$500K Sell
2023
Q4
$517K Buy
2023
Q3
$576K Sell
2023
Q2
$544K Sell
2023
Q1
$574K Sell
2022
Q4
$792K Buy
2022
Q3
$617K Sell
2022
Q2
$638K Buy
2022
Q1
$697K Sell
2021
Q4
$523K Buy
2021
Q3
$0 Buy
2020
Q4
Sell
2020
Q3
$640K Buy