Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$689K Sell
2025
Q2
$803K Sell
2025
Q1
$882K Buy
2024
Q4
Sell
2024
Q3
$874K Sell
2024
Q2
$781K Buy
2022
Q4
Sell
2022
Q3
$242K Buy
2022
Q2
$125K Buy
2021
Q3
Sell
2021
Q2
$145K Sell
2021
Q1
$629K Buy
2020
Q4
$549K Sell
2020
Q3
$569K Buy
2020
Q1
Sell
2019
Q4
$250K Buy