Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$511K Sell
2025
Q2
$630K Sell
2025
Q1
$683K Buy
2024
Q4
$867K Buy
2024
Q3
$272K Sell
2024
Q2
$528K Buy
2024
Q1
$400K Buy
2023
Q4
$414K Sell
2023
Q3
$406K Buy
2023
Q2
$449K Buy
2023
Q1
$379K Buy
2022
Q4
$203K Buy
2022
Q2
Sell
2022
Q1
$436K Buy
2021
Q4
$754K Sell
2021
Q3
$2.5M Buy
2021
Q2
$421K Buy
2021
Q1
Sell
2020
Q4
$236K Buy