Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$543K Sell
2025
Q2
$1.36M Buy
2025
Q1
$397K Buy
2024
Q4
$435K Sell
2024
Q3
$1.31M Buy
2024
Q2
$394K Buy
2024
Q1
$407K Sell
2023
Q4
$439K Sell
2023
Q3
$359K Sell
2023
Q2
$966K Buy
2023
Q1
$319K Buy
2022
Q4
$278K Buy
2022
Q3
$241K Buy
2022
Q2
$257K Sell
2022
Q1
$292K Buy
2021
Q4
$249K Buy
2021
Q3
$230K Buy
2020
Q3
Sell
2020
Q2
$223K Sell
2020
Q1
$227K Buy