Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$771K Sell
2025
Q1
$784K Sell
2024
Q4
$918K Sell
2024
Q3
$1.11M Buy
2024
Q2
$477K Buy
2024
Q1
$394K Buy
2023
Q4
$334K Buy
2023
Q3
$268K Buy
2023
Q2
$213K Buy
2022
Q2
Sell
2022
Q1
$228K Sell
2021
Q4
$340K Hold
2021
Q3
$345K Sell
2021
Q2
$429K Sell
2021
Q1
$367K Sell
2020
Q4
$397K Hold
2020
Q3
$389K Buy
2020
Q2
$334K Buy