Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$559K Sell
2025
Q2
$754K Sell
2025
Q1
$1.4M Buy
2024
Q4
$1.21M Buy
2024
Q3
$881K Buy
2024
Q2
$856K Sell
2024
Q1
$881K Buy
2023
Q4
$716K Sell
2023
Q3
$884K Sell
2023
Q2
$1.22M Buy
2023
Q1
$1.15M Buy
2022
Q4
$575K Buy
2022
Q3
$459K Buy
2022
Q2
$434K Buy
2022
Q1
$329K Sell
2021
Q4
$459K Buy
2021
Q3
$304K Buy
2021
Q2
$291K Buy