Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$901K Sell
2025
Q2
$1.56M Sell
2025
Q1
$1.69M Buy
2024
Q4
$1.8M Buy
2024
Q3
$2.18M Sell
2024
Q2
$2.11M Buy
2024
Q1
$2.18M Buy
2023
Q4
$1.68M Buy
2023
Q3
$1.13M Sell
2023
Q2
$1.82M Buy
2023
Q1
$982K Buy
2022
Q4
$290K Sell
2022
Q3
$404K Buy
2022
Q2
$276K Buy
2022
Q1
$261K Sell
2021
Q4
$286K Sell
2021
Q3
$342K Sell
2021
Q2
$353K Buy
2021
Q1
$266K Buy
2020
Q4
$207K Buy