Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$776K Sell
2025
Q3
$2.87M Buy
2025
Q2
$217K Sell
2025
Q1
$206K Buy
2024
Q4
$208K Sell
2024
Q3
$375K Buy
2024
Q2
$368K Buy
2024
Q1
$388K Buy
2023
Q4
$355K Sell
2023
Q3
$462K Sell
2023
Q2
$510K Sell
2023
Q1
$731K Buy
2022
Q4
$282K Sell
2022
Q3
$367K Sell
2022
Q2
$470K Buy
2022
Q1
$499K Sell
2021
Q4
$656K Sell
2021
Q3
$649K Buy
2021
Q2
$591K Sell
2021
Q1
$682K Buy
2020
Q4
$338K Buy