Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$591K Buy
2025
Q1
$498K Sell
2024
Q4
$538K Sell
2024
Q3
$509K Buy
2024
Q2
$500K Sell
2024
Q1
$549K Sell
2023
Q4
$752K Buy
2023
Q3
$606K Buy
2023
Q2
$634K Sell
2023
Q1
$729K Buy
2022
Q4
$230K Sell
2022
Q3
$666K Buy
2022
Q2
$693K Buy
2022
Q1
$571K Buy
2021
Q4
$679K Buy
2021
Q3
$539K Buy
2021
Q2
$362K Buy