Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$509K Sell
2025
Q2
$531K Buy
2025
Q1
$519K Buy
2024
Q4
$320K Sell
2024
Q3
$317K Sell
2024
Q2
$299K Buy
2024
Q1
$268K Sell
2023
Q4
$267K Sell
2023
Q3
$252K Buy
2023
Q2
$263K Sell
2023
Q1
$323K Buy
2022
Q4
$243K Sell
2022
Q3
$224K Sell
2022
Q2
$359K Sell
2022
Q1
$395K Sell
2021
Q4
$443K Sell
2021
Q3
$499K Buy
2021
Q2
$498K Buy
2021
Q1
$442K Sell
2020
Q4
$494K Buy