Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$402K Sell
2025
Q2
$393K Sell
2025
Q1
$496K Buy
2024
Q4
$832K Sell
2024
Q3
$714K Sell
2024
Q2
$523K Sell
2024
Q1
$760K Sell
2023
Q4
$641K Sell
2023
Q3
$585K Buy
2023
Q2
$725K Buy
2023
Q1
$520K Buy
2022
Q4
$550K Sell
2022
Q3
$535K Buy
2022
Q2
$461K Sell
2022
Q1
$714K Buy
2021
Q4
$802K Buy
2021
Q3
$806K Buy
2021
Q2
$790K Buy
2021
Q1
$668K Buy
2020
Q4
$517K Buy