Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$473K Sell
2025
Q2
$617K Sell
2025
Q1
$595K Buy
2024
Q4
$576K Sell
2024
Q3
$666K Buy
2024
Q2
$641K Buy
2024
Q1
$627K Buy
2023
Q4
$637K Sell
2023
Q3
$594K Sell
2023
Q2
$1.43M Sell
2023
Q1
$1.54M Buy
2022
Q4
$952K Sell
2022
Q3
$1.46M Sell
2022
Q2
$2M Sell
2022
Q1
$2.51M Sell
2021
Q4
$2.66M Buy
2021
Q3
$1.62M Buy
2021
Q1
Sell
2020
Q4
$1.58M Sell
2020
Q3
$2.3M Buy
2020
Q2
$2.36M Sell
2020
Q1
$3.59M Buy