Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$449K Buy
2025
Q2
$439K Sell
2025
Q1
$630K Buy
2024
Q4
$540K Sell
2024
Q3
$647K Sell
2024
Q2
$600K Buy
2024
Q1
$627K Sell
2023
Q4
$626K Sell
2023
Q3
$586K Buy
2022
Q3
Sell
2022
Q2
$2.19M Sell
2022
Q1
$2.07M Buy
2021
Q4
$2.66M Buy
2021
Q3
$1.69M Buy
2021
Q2
Sell
2021
Q1
$1.22M Sell
2020
Q4
$1.72M Sell
2020
Q3
$2.21M Buy
2020
Q2
$2.28M Sell
2020
Q1
$3.72M Buy
2019
Q4
$1.91M Buy