Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$407K Sell
2025
Q2
$475K Sell
2025
Q1
$584K Buy
2024
Q4
$554K Buy
2024
Q3
$635K Sell
2024
Q2
$597K Buy
2024
Q1
$583K Buy
2023
Q4
$581K Sell
2023
Q3
$633K Buy
2023
Q2
$614K Buy
2023
Q1
$391K Sell
2022
Q4
$1.28M Buy
2022
Q3
$1.13M Sell
2022
Q2
$1.34M Buy
2022
Q1
$1.01M Sell
2021
Q4
$1.42M Buy
2021
Q3
$852K Buy
2021
Q2
$690K Buy
2021
Q1
$373K Buy