Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$803K Sell
2025
Q2
$3.41M Buy
2025
Q1
$197K Buy
2024
Q4
$117K Buy
2024
Q3
$136K Buy
2024
Q2
Sell
2024
Q1
$457K Buy
2023
Q4
Sell
2023
Q3
$467K Buy
2023
Q2
$475K Buy
2022
Q4
Sell
2022
Q3
$418K Buy
2022
Q1
Sell
2021
Q4
$179K Buy
2020
Q1
Sell
2019
Q4
$223K Buy