Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.69M Buy
2025
Q2
$232K Sell
2025
Q1
$222K Sell
2024
Q4
$286K Buy
2024
Q3
$206K Buy
2024
Q2
$154K Sell
2024
Q1
$325K Buy
2023
Q4
$309K Buy
2023
Q3
$280K Buy
2022
Q4
$525K Sell
2022
Q3
$611K Sell
2022
Q2
$844K Buy
2022
Q1
$646K Buy
2021
Q4
$590K Sell
2021
Q3
$4.81M Buy
2021
Q2
$3.48M Buy
2021
Q1
$3.46M Buy
2020
Q4
$2.82M Sell
2020
Q3
$4M Sell
2020
Q2
$2.06M Buy
2020
Q1
$309K Buy