Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$735K Sell
2025
Q2
$768K Sell
2025
Q1
$998K Sell
2024
Q4
$2.25M Sell
2024
Q3
$2.7M Buy
2024
Q2
$2.91M Buy
2024
Q1
$3.05M Buy
2023
Q4
$2.44M Sell
2023
Q3
$2.38M Buy
2023
Q2
$2.62M Buy
2023
Q1
$2.27M Buy
2022
Q4
$2.28M Buy
2022
Q3
$1.59M Buy
2022
Q2
$1.57M Buy
2022
Q1
$843K Sell
2021
Q4
$795K Buy
2021
Q3
$609K Hold
2021
Q2
$609K Buy