Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$227K Buy
2025
Q1
$211K Sell
2024
Q4
$1.98M Buy
2024
Q3
$1.75M Buy
2024
Q2
$959K Buy
2024
Q1
$989K Buy
2023
Q4
$737K Sell
2023
Q3
$758K Buy
2023
Q2
$649K Sell
2023
Q1
$686K Buy
2022
Q4
$477K Sell
2022
Q3
$699K Buy
2022
Q2
$596K Buy
2022
Q1
$713K Buy
2021
Q4
$468K Buy
2021
Q3
$354K Buy
2021
Q2
$243K Buy
2021
Q1
$203K Buy