Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$596K Sell
2025
Q2
$702K Sell
2025
Q1
$642K Buy
2024
Q4
$696K Sell
2024
Q3
$914K Sell
2024
Q2
$906K Sell
2024
Q1
$1.05M Sell
2023
Q4
$940K Sell
2023
Q3
$839K Buy
2023
Q2
$760K Buy
2023
Q1
$784K Sell
2022
Q4
$721K Sell
2022
Q3
$637K Buy
2022
Q2
$641K Sell
2022
Q1
$734K Buy
2021
Q4
$471K Buy
2021
Q3
$266K Buy
2021
Q2
$243K Buy
2021
Q1
$233K Buy