Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$674K Sell
2025
Q2
$738K Buy
2025
Q1
$662K Buy
2024
Q4
$629K Buy
2024
Q3
$566K Buy
2024
Q2
$488K Buy
2024
Q1
$363K Sell
2023
Q4
$340K Sell
2023
Q3
$311K Sell
2023
Q2
$297K Sell
2023
Q1
$288K Sell
2022
Q4
$305K Sell
2022
Q3
$390K Sell
2022
Q2
$397K Buy
2022
Q1
$474K Sell
2021
Q4
$471K Sell
2021
Q3
$384K Sell
2021
Q2
$350K Buy
2021
Q1
$218K Buy
2020
Q4
$200K Buy