Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Sell
2025
Q2
$323K Buy
2025
Q1
$334K Sell
2024
Q4
$404K Buy
2024
Q3
$359K Buy
2024
Q2
$223K Sell
2024
Q1
$246K Sell
2023
Q4
$511K Buy
2023
Q3
$490K Sell
2023
Q2
$538K Buy
2023
Q1
$551K Buy
2022
Q4
$472K Buy
2022
Q3
$731K Buy
2022
Q2
$1M Buy
2022
Q1
$820K Buy
2021
Q4
$997K Sell
2021
Q3
$1.12M Sell
2021
Q2
$2.31M Buy
2021
Q1
$1.59M Buy