Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$736K Sell
2025
Q2
$1.12M Buy
2025
Q1
$659K Buy
2024
Q4
$654K Sell
2024
Q3
$1.13M Sell
2024
Q2
$888K Sell
2024
Q1
$1.23M Sell
2023
Q4
$3.59M Sell
2023
Q3
$6.75M Buy
2023
Q2
$4.17M Buy
2023
Q1
$3.52M Buy
2022
Q4
$2.81M Buy
2022
Q3
$1.48M Buy
2022
Q2
$1.47M Sell
2022
Q1
$1.78M Sell
2021
Q4
$3.7M Buy
2021
Q3
$1.55M Sell
2021
Q2
$3.13M Sell
2021
Q1
$3.02M Buy
2020
Q4
$2.6M Buy
2020
Q3
$2.46M Sell
2020
Q2
$2.07M Sell
2020
Q1
$1.78M Buy