Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$729K Buy
2025
Q2
$314K Sell
2025
Q1
$489K Sell
2024
Q4
$859K Sell
2024
Q3
$646K Buy
2024
Q2
$473K Sell
2024
Q1
$433K Buy
2023
Q4
$556K Buy
2023
Q3
$524K Buy
2023
Q2
$546K Buy
2023
Q1
$54.7M Sell
2022
Q4
$524K Buy
2022
Q3
$300K Sell
2022
Q2
$258K Buy
2022
Q1
$369K Buy
2021
Q4
$361K Sell
2021
Q3
$268K Buy
2021
Q2
$232K Buy
2021
Q1
$221K Sell
2020
Q4
$433K Buy