Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$767K Sell
2025
Q2
$781K Sell
2025
Q1
$842K Sell
2024
Q4
$966K Sell
2024
Q3
$829K Sell
2024
Q2
$797K Sell
2024
Q1
$1.65M Buy
2023
Q4
$1.65M Sell
2023
Q3
$1.55M Sell
2023
Q2
$1.54M Buy
2023
Q1
$758K Sell
2022
Q4
$789K Buy
2022
Q3
$640K Sell
2022
Q2
$658K Sell
2022
Q1
$799K Buy
2021
Q4
$823K Sell
2021
Q3
$1.01M Sell
2021
Q2
$1.09M Buy
2021
Q1
$680K Sell
2020
Q4
$567K Buy
2020
Q3
$486K Sell
2020
Q2
$558K Buy