Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$492K Sell
2025
Q2
$502K Sell
2025
Q1
$577K Sell
2024
Q4
$639K Sell
2024
Q3
$989K Sell
2024
Q2
$938K Sell
2024
Q1
$1.03M Buy
2023
Q4
$1.11M Buy
2023
Q3
$996K Sell
2023
Q2
$1.25M Sell
2023
Q1
$1.29M Buy
2022
Q4
$1.07M Buy
2022
Q3
$1.1M Buy
2022
Q2
$1.18M Sell
2022
Q1
$1.27M Sell
2021
Q4
$1.24M Sell
2021
Q3
$1.23M Sell
2021
Q2
$1.18M Sell
2021
Q1
$1.2M Sell
2020
Q4
$1.14M Buy
2020
Q3
$1.07M Sell
2020
Q2
$1.11M Sell
2020
Q1
$1.28M Buy
2019
Q4
$1.32M Buy