Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Sell
2025
Q2
$249K Sell
2025
Q1
$261K Buy
2024
Q3
Sell
2024
Q2
$411K Sell
2024
Q1
$1.03M Buy
2023
Q4
$393K Sell
2023
Q3
$392K Sell
2023
Q2
$817K Buy
2023
Q1
$761K Buy
2022
Q4
$526K Sell
2022
Q3
$714K Sell
2022
Q2
$1.6M Sell
2022
Q1
$1.83M Buy
2021
Q4
$1.13M Buy
2021
Q3
$1.35M Buy
2021
Q2
$775K Buy
2021
Q1
$539K Sell
2020
Q4
$2.16M Buy
2020
Q3
$362K Buy