Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.2M Buy
2025
Q3
$716K Sell
2025
Q2
$743K Sell
2025
Q1
$802K Buy
2024
Q4
$729K Buy
2024
Q3
$311K Sell
2024
Q2
$416K Buy
2024
Q1
$81.2K Buy
2023
Q4
$61.6K Sell
2023
Q3
$523K Sell
2023
Q2
$779K Sell
2023
Q1
$971K Sell
2022
Q4
$1.58M Buy
2022
Q3
$872K Buy
2022
Q2
$817K Buy
2022
Q1
$1.39M Buy
2021
Q3
Sell
2021
Q2
$692K Buy
2021
Q1
Sell
2020
Q4
$957K Buy