Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$993K Buy
2025
Q2
$1.23M Sell
2025
Q1
$968K Sell
2024
Q4
$1.09M Buy
2024
Q3
$615K Sell
2024
Q2
$560K Buy
2024
Q1
$593K Sell
2023
Q4
$775K Buy
2023
Q3
$587K Buy
2022
Q2
Sell
2022
Q1
$226K Sell
2021
Q4
$391K Buy
2021
Q3
$398K Sell
2021
Q2
$508K Sell
2021
Q1
$462K Buy
2020
Q4
$229K Buy
2020
Q1
Sell
2019
Q4
$272K Sell
2019
Q3
$313K Sell
2019
Q2
$592K Buy