Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$414K Sell
2025
Q2
$484K Buy
2024
Q4
Sell
2024
Q3
$2.07M Sell
2024
Q2
$1.96M Buy
2024
Q1
$1.27M Buy
2023
Q4
$757K Sell
2023
Q3
$819K Buy
2023
Q2
$1.2M Buy
2023
Q1
$625K Buy
2022
Q4
$625K Buy
2022
Q2
Sell
2022
Q1
$452K Sell
2021
Q4
$455K Sell
2021
Q3
$538K Sell
2021
Q2
$592K Sell
2021
Q1
$888K Buy
2020
Q4
$892K Buy