Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$536K Sell
2025
Q2
$636K Sell
2025
Q1
$858K Buy
2024
Q4
$795K Sell
2024
Q3
$1.17M Sell
2024
Q2
$1.45M Buy
2024
Q1
$1.31M Sell
2023
Q4
$1.63M Buy
2023
Q3
$1.37M Sell
2023
Q2
$1.33M Buy
2023
Q1
$1.01M Sell
2022
Q4
$946K Sell
2022
Q3
$870K Buy
2022
Q2
$1.02M Sell
2022
Q1
$1.3M Buy
2021
Q4
$1.53M Sell
2021
Q3
$1.66M Sell
2021
Q2
$1.7M Buy
2021
Q1
$1.36M Buy
2020
Q4
$1.4M Buy
2020
Q3
$1.17M Buy
2020
Q2
$949K Buy