Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$710K Buy
2025
Q2
$706K Buy
2025
Q1
$280K Buy
2024
Q4
$202K Sell
2024
Q3
$1.17M Buy
2024
Q2
$982K Buy
2024
Q1
$981K Buy
2023
Q4
$466K Sell
2023
Q3
$1.61M Buy
2023
Q2
$1.11M Buy
2023
Q1
$982K Buy
2022
Q4
$676K Buy
2022
Q3
$555K Buy
2022
Q2
$555K Buy
2022
Q1
$569K Buy
2021
Q4
$646K Buy
2021
Q3
$320K Sell
2021
Q2
$306K Hold
2021
Q1
$306K Sell
2020
Q4
$267K Buy