Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$916K Sell
2025
Q2
$1.52M Buy
2025
Q1
$858K Sell
2024
Q4
$1.01M Buy
2024
Q3
$908K Sell
2024
Q2
$892K Sell
2024
Q1
$1.12M Buy
2023
Q4
$611K Sell
2023
Q3
$605K Sell
2023
Q2
$1.16M Sell
2023
Q1
$1.41M Buy
2022
Q4
$845K Sell
2022
Q3
$758K Sell
2022
Q2
$829K Sell
2022
Q1
$976K Sell
2021
Q4
$1.37M Buy
2021
Q3
$978K Buy
2021
Q2
$797K Buy