Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$674K Sell
2025
Q2
$1.18M Buy
2025
Q1
$1.21M Sell
2024
Q4
$1.73M Sell
2024
Q3
$993K Buy
2024
Q2
$769K Sell
2024
Q1
$1.81M Buy
2023
Q4
$625K Buy
2023
Q3
$409K Sell
2023
Q2
$1.17M Buy
2023
Q1
$238K Buy
2022
Q4
$130K Sell
2022
Q3
$229K Sell
2022
Q2
$495K Sell
2022
Q1
$1.34M Sell
2021
Q4
$3.33M Sell
2021
Q3
$6.51M Buy
2021
Q2
$2.22M Buy
2021
Q1
$923K Buy
2020
Q4
$130K Buy
2020
Q3
$84K Buy