Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$868K Sell
2025
Q2
$629K Buy
2025
Q1
$694K Buy
2024
Q4
$839K Sell
2024
Q3
$1.18M Buy
2024
Q2
$1.48M Buy
2024
Q1
$1.29M Sell
2023
Q4
$1.03M Buy
2023
Q3
$1.38M Sell
2023
Q2
$1.15M Buy
2023
Q1
$1.17M Sell
2022
Q4
$1.16M Sell
2022
Q3
$830K Sell
2022
Q2
$760K Buy
2022
Q1
$1.16M Buy
2021
Q4
$850K Buy
2021
Q3
$1.04M Buy
2021
Q2
$1.06M Sell
2021
Q1
$1.25M Buy
2020
Q4
$921K Buy