Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$626K Sell
2025
Q2
$657K Sell
2025
Q1
$556K Sell
2024
Q4
$493K Sell
2024
Q3
$484K Sell
2024
Q2
$402K Sell
2024
Q1
$462K Sell
2023
Q4
$404K Buy
2023
Q2
$329K Sell
2023
Q1
$335K Sell
2022
Q4
$362K Buy
2022
Q2
$363K Buy
2022
Q1
$333K Buy
2021
Q4
$341K Sell
2021
Q3
$404K Buy