Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$866K Sell
2025
Q2
$1.03M Sell
2025
Q1
$1.12M Buy
2024
Q4
$725K Sell
2024
Q3
$738K Sell
2024
Q2
$829K Sell
2024
Q1
$1.36M Buy
2023
Q4
$1.09M Sell
2023
Q3
$1.29M Sell
2023
Q2
$1.57M Buy
2023
Q1
$1.11M Buy
2022
Q4
$959K Buy
2022
Q3
$944K Sell
2022
Q2
$2.09M Buy
2022
Q1
$916K Buy
2021
Q4
$1.83M Buy
2021
Q3
$1.36M Buy
2021
Q2
$1.32M Buy
2021
Q1
$1.09M Buy
2020
Q4
$923K Buy