Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$932K Sell
2025
Q2
$805K Sell
2025
Q1
$788K Sell
2024
Q4
$709K Buy
2024
Q3
$791K Buy
2024
Q2
$686K Buy
2024
Q1
$776K Sell
2023
Q4
$750K Buy
2023
Q3
$680K Sell
2023
Q2
$681K Buy
2023
Q1
$638K Buy
2022
Q4
$617K Sell
2022
Q3
$571K Buy
2022
Q2
$1M Sell
2022
Q1
$1.15M Sell
2021
Q4
$3.57M Buy