Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$832K Sell
2025
Q2
$756K Sell
2025
Q1
$549K Buy
2024
Q4
$808K Sell
2024
Q3
$695K Buy
2024
Q2
$1.13M Sell
2024
Q1
$549K Buy
2023
Q4
$1.07M Buy
2023
Q3
$820K Buy
2023
Q2
$1.16M Sell
2023
Q1
$963K Buy
2022
Q4
$589K Buy
2022
Q3
$378K Sell
2022
Q2
$259K Sell
2022
Q1
$421K Buy
2021
Q4
$766K Buy
2021
Q3
$457K Buy
2021
Q2
$397K Buy