Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$960K Sell
2025
Q2
$1.11M Buy
2025
Q1
$609K Sell
2024
Q4
$1.02M Buy
2024
Q3
$575K Buy
2024
Q2
$316K Sell
2024
Q1
$298K Sell
2023
Q4
$644K Buy
2023
Q3
$581K Sell
2023
Q2
$723K Sell
2023
Q1
$1.02M Buy
2022
Q4
$579K Sell
2022
Q3
$1.27M Sell
2022
Q2
$1.14M Buy
2022
Q1
$1.2M Sell
2021
Q4
$1.23M Sell
2021
Q3
$937K Buy
2021
Q2
$476K Hold
2021
Q1
$468K Sell
2020
Q4
$600K Buy
2020
Q3
$302K Buy