Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$595K Sell
2025
Q2
$569K Sell
2025
Q1
$630K Sell
2024
Q4
$5.08M Sell
2024
Q3
$6.12M Buy
2024
Q2
$4.61M Buy
2024
Q1
$2.09M Buy
2023
Q4
$1.7M Buy
2023
Q3
$1.31M Buy
2023
Q2
$1.3M Sell
2023
Q1
$1.15M Buy
2022
Q4
$850K Sell
2022
Q3
$755K Buy
2022
Q2
$726K Sell
2022
Q1
$2.49M Buy
2021
Q4
$3.19M Buy
2021
Q3
$594K Buy
2021
Q2
$467K Buy
2021
Q1
$283K Buy