Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$432K Sell
2025
Q2
$488K Buy
2025
Q1
Sell
2024
Q4
$383K Sell
2024
Q3
$11.9M Buy
2024
Q2
$466K Buy
2024
Q1
$211K Buy
2023
Q4
Sell
2023
Q3
$2.52M Buy
2023
Q2
$1.32M Buy
2023
Q1
$847K Buy
2022
Q4
Sell
2022
Q3
$6.14M Buy
2022
Q2
Sell
2022
Q1
$759K Sell
2021
Q4
$992K Buy
2020
Q4
Sell
2020
Q3
$357K Buy