Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$267K Sell
2025
Q2
$308K Buy
2025
Q1
$229K Sell
2024
Q4
$520K Buy
2024
Q3
$278K Sell
2024
Q2
$500K Buy
2024
Q1
$262K Buy
2023
Q4
$355K Buy
2023
Q3
$167K Buy
2023
Q2
$144K Sell
2023
Q1
$140K Sell
2022
Q4
$164K Sell
2022
Q3
$201K Sell
2022
Q2
$330K Sell
2022
Q1
$1.03M Sell
2021
Q4
$1.39M Buy
2021
Q3
$1.89M Buy
2021
Q2
$1.62M Buy
2021
Q1
$1.15M Sell
2020
Q4
$1.29M Buy
2020
Q3
$491K Buy