Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.7M Buy
2024
Q4
Sell
2024
Q3
$340K Buy
2024
Q2
$267K Buy
2024
Q1
$286K Buy
2023
Q4
$234K Sell
2023
Q3
$236K Sell
2023
Q2
$355K Buy
2023
Q1
$225K Sell
2022
Q4
$222K Sell
2022
Q3
$260K Sell
2022
Q2
$795K Sell
2022
Q1
$880K Buy
2021
Q4
$824K Buy
2021
Q3
$1.08M Buy
2021
Q2
$1.39M Sell
2021
Q1
$2.53M Buy
2020
Q4
$924K Sell
2020
Q3
$1.64M Buy