Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$266K Buy
2025
Q2
$234K Sell
2025
Q1
$842K Buy
2024
Q4
$807K Buy
2024
Q3
$1.03M Sell
2024
Q2
$1.15M Sell
2024
Q1
$2.07M Buy
2023
Q4
$969K Buy
2023
Q3
$827K Buy
2023
Q2
$841K Buy
2023
Q1
$769K Buy
2022
Q4
$604K Buy
2022
Q3
$489K Buy
2022
Q2
$420K Buy
2022
Q1
$531K Buy
2021
Q4
$269K Sell
2021
Q3
$315K Buy
2021
Q2
$237K Sell
2021
Q1
$466K Buy
2020
Q4
$246K Buy