Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$646K Sell
2025
Q2
$685K Buy
2025
Q1
$732K Sell
2024
Q4
$868K Buy
2024
Q3
$560K Sell
2024
Q2
$2.49M Sell
2024
Q1
$2.71M Buy
2023
Q4
$2.22M Buy
2023
Q3
$2.14M Buy
2023
Q2
$487K Sell
2023
Q1
$529K Buy
2022
Q4
$374K Sell
2022
Q3
$371K Sell
2022
Q2
$681K Sell
2022
Q1
$1.23M Buy
2021
Q4
$854K Buy
2021
Q3
$594K Buy
2021
Q2
$493K Sell
2021
Q1
$496K Buy
2020
Q4
$226K Buy