Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$720K Buy
2025
Q2
$467K Buy
2025
Q1
$444K Buy
2024
Q4
$366K Buy
2024
Q3
$348K Buy
2024
Q2
$237K Sell
2024
Q1
$229K Sell
2023
Q4
$395K Buy
2023
Q3
$323K Buy
2023
Q2
$305K Sell
2023
Q1
$323K Sell
2022
Q4
$1.46M Buy
2022
Q3
$1.32M Buy
2022
Q2
$428K Sell
2022
Q1
$3.11M Buy
2021
Q4
$520K Sell
2021
Q3
$534K Hold
2021
Q2
$605K Sell
2021
Q1
$598K Sell
2020
Q4
$588K Buy