Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$637K Buy
2025
Q2
$600K Sell
2025
Q1
$701K Sell
2024
Q4
$908K Sell
2024
Q3
$1.23M Buy
2024
Q2
$1.3M Buy
2024
Q1
$1.35M Buy
2023
Q4
$1M Sell
2023
Q3
$988K Buy
2023
Q2
$1.01M Buy
2023
Q1
$799K Buy
2022
Q4
$762K Buy
2022
Q3
$445K Buy
2022
Q2
$417K Buy
2022
Q1
$355K Sell
2021
Q4
$601K Buy