Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.25M Buy
2025
Q2
$373K Sell
2025
Q1
$477K Buy
2024
Q4
$413K Buy
2024
Q3
$469K Sell
2024
Q2
$757K Buy
2024
Q1
$1.05M Buy
2023
Q4
$1M Sell
2023
Q3
$714K Buy
2023
Q2
$624K Buy
2023
Q1
$609K Sell
2022
Q4
$507K Buy
2022
Q3
$307K Buy
2022
Q2
$411K Sell
2022
Q1
$11.3M Buy
2021
Q4
$633K Sell
2021
Q3
$677K Buy
2021
Q2
$700K Buy
2021
Q1
$735K Sell
2020
Q4
$576K Buy