Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$480K Sell
2025
Q2
$547K Buy
2023
Q2
Sell
2023
Q1
$264K Buy
2022
Q3
Sell
2022
Q2
$289K Sell
2022
Q1
$690K Buy
2021
Q4
$778K Sell
2021
Q3
$1.14M Sell
2021
Q2
$1.52M Buy
2021
Q1
$1.34M Sell
2020
Q4
$1.84M Buy
2020
Q3
$1.14M Buy
2020
Q2
$899K Buy
2020
Q1
$293K Buy