Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$705K Sell
2025
Q2
$410K Sell
2025
Q1
$463K Buy
2024
Q4
$463K Sell
2024
Q3
$809K Buy
2024
Q2
$374K Sell
2024
Q1
$406K Buy
2023
Q4
$447K Sell
2023
Q3
$748K Buy
2023
Q2
$720K Buy
2023
Q1
$650K Sell
2022
Q4
$639K Sell
2022
Q3
$1.16M Buy
2022
Q2
$1.22M Buy
2022
Q1
$1.16M Sell
2021
Q4
$1.93M Buy
2021
Q3
$970K Buy
2021
Q2
$967K Buy
2021
Q1
$631K Buy
2020
Q4
$515K Buy