Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$952K Sell
2025
Q2
$1.1M Buy
2025
Q1
$959K Buy
2024
Q4
$783K Buy
2024
Q3
$734K Sell
2024
Q2
$882K Buy
2024
Q1
$715K Sell
2023
Q4
$554K Hold
2023
Q3
$554K Buy
2023
Q2
$457K Sell
2023
Q1
$425K Buy
2022
Q4
$311K Sell
2022
Q3
$376K Buy
2022
Q2
$323K Buy
2022
Q1
$376K Hold
2021
Q4
$371K Buy
2021
Q3
$279K Buy
2021
Q2
$239K Buy