Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$855K Buy
2025
Q2
$834K Sell
2025
Q1
$908K Sell
2024
Q4
$2.1M Buy
2024
Q3
$2.29M Buy
2024
Q2
$2.14M Buy
2024
Q1
$1.65M Sell
2023
Q4
$1.76M Sell
2023
Q3
$1.59M Sell
2023
Q2
$1.67M Buy
2023
Q1
$1.49M Buy
2022
Q4
$499K Buy
2022
Q3
$327K Sell
2022
Q2
$408K Buy
2022
Q1
$413K Sell
2021
Q4
$1.41M Buy
2021
Q3
$1.05M Sell
2021
Q2
$1.09M Buy
2021
Q1
$669K Buy
2020
Q4
$466K Buy
2020
Q3
$369K Buy
2020
Q2
$235K Buy