Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$752K Sell
2025
Q2
$395K Buy
2025
Q1
$512K Buy
2024
Q4
$515K Buy
2024
Q3
$403K Buy
2024
Q2
$179K Sell
2024
Q1
$196K Sell
2023
Q4
$201K Sell
2023
Q3
$185K Sell
2023
Q2
$215K Sell
2023
Q1
$206K Buy
2022
Q4
$183K Sell
2022
Q3
$220K Sell
2022
Q2
$351K Buy
2022
Q1
$730K Buy
2021
Q4
$1.11M Buy
2021
Q3
$1.76M Buy
2021
Q2
$2.61M Buy