Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$399K Sell
2025
Q2
$396K Sell
2025
Q1
$437K Sell
2024
Q4
$519K Sell
2024
Q3
$770K Sell
2024
Q2
$626K Sell
2024
Q1
$1.09M Buy
2023
Q4
$918K Sell
2023
Q3
$919K Sell
2023
Q2
$853K Buy
2023
Q1
$792K Sell
2022
Q4
$1.78M Buy
2022
Q3
$1.44M Buy
2022
Q2
$1.49M Buy
2022
Q1
$1.27M Buy
2021
Q4
$569K Buy
2021
Q3
$482K Buy
2020
Q3
Sell
2020
Q2
$603K Buy