Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$825K Sell
2025
Q2
$761K Buy
2025
Q1
$847K Buy
2024
Q4
$427K Sell
2024
Q3
$473K Sell
2024
Q2
$588K Sell
2024
Q1
$749K Sell
2023
Q4
$1.21M Buy
2023
Q3
$1.21M Buy
2023
Q2
$1.09M Buy
2023
Q1
$1.16M Buy
2022
Q4
$1.05M Buy
2022
Q3
$844K Buy
2022
Q2
$797K Buy
2022
Q1
$810K Sell
2021
Q4
$917K Sell
2021
Q3
$964K Buy