Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$761K Sell
2025
Q2
$793K Buy
2025
Q1
$495K Buy
2024
Q4
$469K Sell
2024
Q3
$694K Hold
2024
Q2
$730K Sell
2024
Q1
$914K Sell
2023
Q4
$804K Sell
2023
Q3
$738K Buy
2023
Q2
$592K Buy
2022
Q1
Sell
2021
Q4
$342K Buy
2021
Q3
$187K Buy
2021
Q2
$106K Sell
2021
Q1
$1.95M Sell
2020
Q4
$7.95M Buy
2020
Q3
$1.67M Buy
2020
Q2
$1.35M Buy
2020
Q1
$1.06M Buy