Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$290K Sell
2025
Q1
$648K Sell
2024
Q4
$2.49M Sell
2024
Q3
$2.58M Sell
2024
Q2
$2.76M Buy
2024
Q1
$2.58M Buy
2023
Q4
$1.92M Buy
2023
Q3
$1.37M Sell
2023
Q2
$1.81M Sell
2023
Q1
$2.25M Buy
2022
Q4
$1.85M Buy
2022
Q3
$1.27M Buy
2022
Q2
$1.41M Sell
2022
Q1
$1.84M Buy
2021
Q4
$1.77M Buy
2021
Q3
$1.11M Buy
2021
Q2
$890K Buy
2021
Q1
$690K Buy
2020
Q4
$477K Buy
2020
Q3
$219K Buy