Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$865K Sell
2025
Q2
$1.06M Buy
2025
Q1
$875K Buy
2024
Q4
$764K Buy
2024
Q3
$706K Buy
2024
Q2
$540K Sell
2024
Q1
$617K Buy
2023
Q4
$477K Sell
2023
Q3
$427K Buy
2023
Q2
$401K Buy
2023
Q1
$295K Buy
2022
Q4
$307K Buy
2022
Q3
$228K Buy
2022
Q2
$237K Buy
2022
Q1
Sell
2021
Q4
$243K Buy