Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$767K Sell
2025
Q2
$838K Buy
2025
Q1
$790K Sell
2024
Q4
$732K Buy
2024
Q3
$637K Buy
2024
Q2
$431K Sell
2024
Q1
$398K Buy
2023
Q4
$400K Sell
2023
Q3
$464K Buy
2023
Q2
$454K Buy
2023
Q1
$381K Buy
2022
Q4
$369K Sell
2022
Q3
$652K Sell
2022
Q2
$780K Buy
2022
Q1
$872K Sell
2021
Q4
$1.09M Buy