Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$358K Sell
2025
Q2
$402K Buy
2025
Q1
$374K Buy
2024
Q4
$362K Buy
2024
Q3
$322K Buy
2024
Q2
$280K Buy
2024
Q1
$212K Buy
2022
Q3
Sell
2022
Q2
$1.08M Sell
2022
Q1
$1.35M Buy
2021
Q4
$1.65M Buy
2021
Q3
$954K Buy
2021
Q2
$724K Buy
2021
Q1
$570K Buy
2020
Q4
$539K Buy
2020
Q3
$403K Buy
2020
Q2
$315K Buy