Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$328K Sell
2025
Q2
$1.11M Sell
2025
Q1
$1.2M Buy
2024
Q4
$341K Buy
2023
Q3
Sell
2023
Q2
$254K Sell
2023
Q1
$522K Buy
2022
Q4
$379K Buy
2022
Q3
$343K Sell
2022
Q2
$452K Sell
2022
Q1
$1.09M Buy
2021
Q4
$849K Buy
2021
Q3
$1.2M Buy
2021
Q2
$1.1M Buy
2021
Q1
$617K Buy
2020
Q4
$483K Buy
2020
Q3
$285K Buy