Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$474K Sell
2025
Q2
$487K Sell
2025
Q1
$587K Buy
2024
Q4
$630K Sell
2024
Q3
$814K Sell
2024
Q2
$691K Buy
2024
Q1
$680K Buy
2023
Q4
$567K Buy
2023
Q3
$406K Buy
2023
Q2
$400K Sell
2023
Q1
$479K Sell
2022
Q4
$447K Sell
2022
Q3
$427K Sell
2022
Q2
$468K Sell
2022
Q1
$556K Buy
2020
Q1
$236K Buy
2019
Q4
$198K Buy