Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$653K Sell
2025
Q2
$307K Sell
2025
Q1
$358K Sell
2024
Q4
$417K Sell
2024
Q3
$684K Sell
2024
Q2
$483K Buy
2024
Q1
$418K Buy
2023
Q4
$552K Buy
2023
Q3
$561K Buy
2023
Q2
$614K Buy
2023
Q1
$600K Buy
2022
Q4
$636K Buy
2022
Q3
$749K Buy
2022
Q2
$981K Buy
2022
Q1
$850K Buy
2021
Q4
$1.13M Sell
2021
Q3
$1.7M Sell
2021
Q2
$2.1M Sell
2021
Q1
$1.63M Buy
2020
Q4
$2.14M Buy