Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$674K Buy
2025
Q2
$648K Sell
2025
Q1
$585K Buy
2024
Q4
$646K Buy
2024
Q3
$643K Buy
2024
Q2
$514K Sell
2024
Q1
$553K Sell
2023
Q4
$469K Sell
2023
Q3
$673K Sell
2023
Q2
$709K Buy
2023
Q1
$580K Buy
2022
Q4
$478K Sell
2022
Q3
$406K Sell
2022
Q2
$368K Buy
2022
Q1
$364K Sell
2021
Q4
$438K Sell
2021
Q3
$393K Sell
2021
Q2
$356K Buy
2021
Q1
$218K Sell
2020
Q4
$247K Buy