Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$893K Sell
2025
Q2
$767K Sell
2025
Q1
$605K Buy
2024
Q4
$526K Buy
2024
Q3
$329K Buy
2024
Q2
$234K Sell
2024
Q1
$450K Sell
2023
Q4
$520K Sell
2023
Q3
$492K Sell
2023
Q2
$1.36M Buy
2023
Q1
$1.16M Buy
2022
Q4
$873K Sell
2022
Q3
$1.25M Buy
2022
Q2
$1.24M Sell
2022
Q1
$2.91M Buy
2021
Q4
$3.55M Buy
2021
Q3
$3.71M Buy
2021
Q2
$3.49M Buy
2021
Q1
$3.34M Buy
2020
Q4
$2.19M Sell
2020
Q3
$1.31M Sell
2020
Q2
$1.57M Sell
2020
Q1
$1.49M Buy