Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$718K Sell
2025
Q2
$845K Sell
2025
Q1
$946K Buy
2024
Q4
$829K Buy
2024
Q3
$804K Buy
2024
Q2
$706K Sell
2024
Q1
$1.03M Sell
2023
Q4
$947K Buy
2023
Q3
$822K Sell
2023
Q2
$964K Sell
2023
Q1
$1.11M Buy
2022
Q4
$1.01M Buy
2022
Q3
$868K Sell
2022
Q2
$866K Sell
2022
Q1
$1.29M Sell
2021
Q4
$1.56M Sell
2021
Q3
$1.36M Sell
2021
Q2
$1.41M Buy
2021
Q1
$972K Buy
2020
Q4
$753K Buy
2020
Q3
$524K Buy
2020
Q2
$399K Buy