Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$599K Sell
2025
Q2
$797K Sell
2025
Q1
$967K Sell
2024
Q4
$966K Buy
2024
Q3
$996K Sell
2024
Q2
$953K Sell
2024
Q1
$1.05M Sell
2023
Q4
$1.13M Sell
2023
Q3
$1.16M Sell
2023
Q2
$1.53M Buy
2023
Q1
$1.42M Buy
2022
Q4
$1.07M Buy
2022
Q3
$754K Buy
2022
Q2
$746K Buy
2022
Q1
$854K Hold
2021
Q4
$854K Buy
2021
Q3
$578K Buy
2021
Q2
$478K Buy
2021
Q1
$235K Buy
2020
Q4
Sell
2020
Q3
$203K Buy