Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$601K Buy
2025
Q2
$482K Buy
2025
Q1
$430K Buy
2024
Q4
$393K Sell
2024
Q3
$432K Sell
2024
Q2
$434K Sell
2024
Q1
$448K Buy
2023
Q4
$399K Buy
2023
Q3
$302K Sell
2023
Q2
$729K Sell
2023
Q1
$885K Sell
2022
Q4
$1.14M Buy
2022
Q3
$925K Sell
2022
Q2
$1.17M Buy
2022
Q1
$1.03M Buy
2021
Q4
$1.1M Buy
2021
Q3
$704K Buy
2021
Q2
$629K Buy
2021
Q1
$521K Buy
2020
Q4
$478K Buy