Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$352K Sell
2025
Q2
$1.73M Sell
2025
Q1
$1.88M Buy
2024
Q4
$2.02M Sell
2024
Q3
$2.94M Buy
2024
Q2
$3M Buy
2024
Q1
$2.51M Buy
2023
Q4
$2.88M Buy
2023
Q3
$2.39M Sell
2023
Q2
$2.39M Buy
2023
Q1
$1.59M Buy
2022
Q4
$1.02M Sell
2022
Q3
$910K Buy
2022
Q2
$1.21M Buy
2022
Q1
$1.32M Buy
2021
Q4
$1.2M Buy
2021
Q3
$1.18M Sell
2021
Q2
$1.4M Buy
2021
Q1
Sell
2020
Q4
$251K Sell
2020
Q3
$271K Buy