Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.88M Buy
2025
Q2
$431K Buy
2025
Q1
$374K Sell
2024
Q4
$520K Sell
2024
Q3
$2.05M Buy
2024
Q2
$1.01M Buy
2024
Q1
$905K Sell
2023
Q4
$2.31M Buy
2023
Q3
$1.35M Buy
2023
Q2
$1.45M Sell
2023
Q1
$1.7M Sell
2022
Q4
$2.08M Buy
2022
Q3
$1.24M Sell
2022
Q2
$1.2M Buy
2022
Q1
$1.37M Sell
2021
Q4
$1.78M Sell
2021
Q3
$1.77M Buy
2021
Q2
$1.98M Sell
2021
Q1
$2.08M Buy
2020
Q4
$1.57M Sell
2020
Q3
$1.21M Buy
2020
Q2
$659K Sell
2020
Q1
$2.53M Buy