Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$868K Buy
2025
Q2
$743K Buy
2025
Q1
$795K Sell
2024
Q4
$951K Buy
2024
Q3
$1.05M Sell
2024
Q2
$1.16M Sell
2024
Q1
$1.38M Buy
2023
Q4
$1.07M Sell
2023
Q3
$1.03M Sell
2023
Q2
$1.21M Sell
2023
Q1
$1.89M Sell
2022
Q4
$4.88M Buy
2022
Q3
$2.91M Buy
2022
Q2
$3.01M Buy
2022
Q1
$2.67M Buy
2021
Q4
$871K Buy
2021
Q3
$833K Sell
2021
Q2
$851K Sell
2021
Q1
$887K Buy