Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$960K Buy
2025
Q2
$816K Sell
2025
Q1
$1.15M Buy
2024
Q4
$428K Buy
2024
Q3
$362K Sell
2024
Q2
$465K Sell
2024
Q1
$529K Buy
2023
Q4
$450K Buy
2023
Q3
$297K Sell
2023
Q2
$300K Sell
2023
Q1
$323K Sell
2022
Q4
$398K Sell
2022
Q3
$714K Sell
2022
Q2
$1.16M Sell
2022
Q1
$1.83M Sell
2021
Q4
$4.04M Buy
2021
Q3
$5.15M Buy
2021
Q2
$7.26M Buy
2021
Q1
$4.9M Sell
2020
Q4
$6.9M Buy
2020
Q3
$2.82M Buy