Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$680K Sell
2025
Q2
$814K Buy
2025
Q1
$804K Buy
2024
Q4
$709K Buy
2024
Q3
$797K Buy
2024
Q2
$673K Buy
2024
Q1
$619K Buy
2023
Q4
$462K Sell
2023
Q3
$426K Buy
2023
Q2
$388K Sell
2023
Q1
$372K Sell
2022
Q4
$359K Sell
2022
Q3
$297K Buy
2022
Q2
$280K Sell
2022
Q1
$313K Buy
2021
Q4
$340K Buy
2021
Q3
$277K Buy