Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$847K Buy
2025
Q2
$559K Buy
2025
Q1
$512K Buy
2024
Q4
$441K Buy
2024
Q3
$482K Sell
2024
Q2
$689K Sell
2024
Q1
$1.06M Sell
2023
Q4
$1.22M Buy
2023
Q3
$849K Sell
2023
Q2
$806K Sell
2023
Q1
$791K Sell
2022
Q4
$661K Buy
2022
Q3
$637K Sell
2022
Q2
$1.02M Sell
2022
Q1
$1.69M Buy
2021
Q4
$1.68M Sell
2021
Q3
$1.76M Buy
2021
Q2
$1.74M Buy
2021
Q1
$1.96M Sell
2020
Q4
$1.54M Buy
2020
Q3
$510K Sell
2020
Q2
$664K Buy