Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$742K Buy
2025
Q2
$650K Buy
2025
Q1
$676K Sell
2024
Q4
$776K Buy
2024
Q3
$793K Buy
2024
Q2
$742K Buy
2024
Q1
$722K Buy
2023
Q4
$723K Sell
2023
Q3
$841K Sell
2023
Q2
$1.02M Buy
2023
Q1
$1.12M Sell
2022
Q4
$1.5M Sell
2022
Q3
$1.64M Sell
2022
Q2
$1.97M Buy
2022
Q1
$1.94M Buy
2021
Q4
$2.21M Sell
2021
Q3
$2.79M Sell
2021
Q2
$3.94M Sell
2021
Q1
$3.55M Buy