Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Sell
2025
Q2
$392K Buy
2025
Q1
$410K Sell
2024
Q4
$2.08M Buy
2024
Q3
$1.72M Buy
2024
Q2
$1.21M Sell
2024
Q1
$2.28M Sell
2023
Q4
$4.05M Sell
2023
Q3
$3.13M Buy
2023
Q2
$2.51M Sell
2023
Q1
$1.99M Buy
2022
Q4
$1.69M Sell
2022
Q3
$2.47M Sell
2022
Q2
$3.18M Sell
2022
Q1
$2.78M Sell
2021
Q4
$10.8M Buy
2021
Q3
$6.7M Buy
2021
Q2
$5.88M Sell
2021
Q1
$5.36M Buy
2020
Q4
$3.34M Buy
2020
Q3
$2.31M Buy
2020
Q2
$1.49M Sell
2020
Q1
$890K Buy