Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$782K Sell
2025
Q2
$610K Buy
2025
Q1
$422K Sell
2024
Q4
$560K Sell
2024
Q3
$443K Sell
2024
Q2
$368K Sell
2024
Q1
$993K Buy
2023
Q4
$872K Sell
2023
Q3
$4.53M Buy
2023
Q2
$246K Buy
2023
Q1
$180K Sell
2022
Q4
$147K Buy
2022
Q3
$49K Buy
2022
Q2
$48K Sell
2022
Q1
$148K Buy
2021
Q4
$252K Buy