Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Buy
2025
Q2
$137K Sell
2025
Q1
$153K Buy
2024
Q4
$172K Buy
2024
Q3
$263K Buy
2024
Q2
$163K Sell
2024
Q1
$236K Sell
2023
Q4
$541K Buy
2023
Q3
$525K Buy
2023
Q2
$782K Buy
2023
Q1
$558K Buy
2022
Q4
$469K Sell
2022
Q3
$900K Buy
2022
Q2
$1.09M Sell
2022
Q1
$1.25M Buy
2021
Q4
$1.58M Buy
2021
Q3
$1.33M Sell
2021
Q2
$2.03M Buy
2021
Q1
$1.34M Buy
2020
Q4
$1.51M Sell
2020
Q3
$687K Buy