Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$877K Sell
2025
Q2
$1.06M Buy
2025
Q1
$845K Buy
2024
Q4
$884K Sell
2024
Q3
$859K Buy
2024
Q2
$495K Sell
2024
Q1
$859K Buy
2023
Q4
$853K Buy
2023
Q3
$816K Buy
2023
Q2
$722K Sell
2023
Q1
$1.17M Buy
2022
Q4
$599K Sell
2022
Q3
$706K Buy
2022
Q2
$743K Buy
2022
Q1
$702K Buy
2021
Q4
$639K Buy
2021
Q3
$833K Buy
2021
Q2
$854K Buy
2021
Q1
$369K Buy