Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$665K Buy
2025
Q2
$618K Buy
2025
Q1
$695K Sell
2024
Q4
$804K Sell
2024
Q3
$853K Buy
2024
Q2
$1.04M Sell
2024
Q1
$1.09M Sell
2023
Q4
$1.22M Sell
2023
Q3
$1.36M Sell
2023
Q2
$1.71M Sell
2023
Q1
$3.38M Sell
2022
Q4
$3.53M Sell
2022
Q3
$2.84M Buy
2022
Q2
$2.73M Buy
2022
Q1
$2.17M Buy
2021
Q4
$633K Buy
2021
Q3
$496K Buy
2021
Q2
$471K Buy
2018
Q1
Sell
2017
Q4
$264K Buy
2017
Q3
$253K Buy
2017
Q2
$227K Buy