Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$684K Buy
2025
Q2
$786K Buy
2025
Q1
$466K Sell
2024
Q4
$542K Buy
2024
Q3
$481K Sell
2024
Q2
$610K Sell
2024
Q1
$644K Sell
2023
Q4
$1.31M Sell
2023
Q3
$1.78M Buy
2023
Q2
$508K Sell
2023
Q1
$538K Buy
2022
Q4
$437K Sell
2022
Q3
$491K Buy
2022
Q2
$392K Sell
2022
Q1
$532K Buy
2021
Q4
$578K Sell
2021
Q3
$987K Sell
2021
Q2
$909K Buy
2021
Q1
$616K Buy
2020
Q4
$436K Buy