Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$653K Sell
2025
Q2
$397K Sell
2025
Q1
$355K Buy
2024
Q4
$396K Sell
2024
Q3
$399K Sell
2024
Q2
$292K Sell
2024
Q1
$482K Sell
2023
Q4
$1.08M Sell
2023
Q3
$918K Buy
2023
Q2
$1.19M Buy
2023
Q1
$873K Sell
2022
Q4
$796K Buy
2022
Q3
$714K Buy
2022
Q2
$815K Buy
2022
Q1
$1.7M Buy
2021
Q4
$1.91M Buy
2021
Q3
$1.21M Sell
2021
Q2
$1.2M Buy
2021
Q1
Sell
2020
Q4
$225K Buy