Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$893K Sell
2025
Q2
$1.12M Sell
2025
Q1
$819K Buy
2024
Q4
$429K Sell
2024
Q3
$411K Buy
2024
Q2
$345K Sell
2024
Q1
$357K Sell
2023
Q4
$289K Buy
2022
Q1
Sell
2021
Q4
$337K Sell
2021
Q3
$358K Sell
2021
Q2
$902K Buy
2021
Q1
$865K Buy
2020
Q4
$852K Buy
2020
Q3
$619K Sell
2020
Q2
$976K Buy