Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$572K Sell
2025
Q2
$497K Sell
2025
Q1
$362K Buy
2024
Q4
$283K Sell
2024
Q3
$631K Buy
2024
Q2
$433K Buy
2024
Q1
$393K Buy
2023
Q4
$502K Buy
2023
Q3
$517K Buy
2023
Q2
$521K Sell
2023
Q1
$774K Sell
2022
Q4
$1.18M Buy
2022
Q3
$872K Buy
2022
Q2
$348K Sell
2022
Q1
$456K Buy
2021
Q4
$745K Sell
2021
Q3
$493K Buy
2021
Q2
$252K Buy
2021
Q1
Sell
2020
Q4
$909K Buy