Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$594K Buy
2025
Q2
$583K Buy
2025
Q1
$565K Sell
2024
Q4
$495K Buy
2024
Q3
$519K Buy
2024
Q2
$392K Sell
2024
Q1
$407K Buy
2023
Q4
$418K Sell
2023
Q3
$380K Buy
2023
Q2
$406K Buy
2023
Q1
$426K Buy
2022
Q4
$486K Buy
2022
Q3
$447K Buy
2022
Q2
$520K Buy
2022
Q1
$602K Buy
2021
Q4
$717K Sell
2021
Q3
$753K Sell
2021
Q2
$1.05M Buy
2021
Q1
$1.02M Buy
2020
Q4
$924K Buy