Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$660K Sell
2025
Q2
$662K Sell
2025
Q1
$1.65M Buy
2024
Q4
$1.31M Buy
2024
Q3
Sell
2024
Q2
$880K Sell
2024
Q1
$1.34M Sell
2023
Q4
$3.16M Buy
2023
Q3
$1.84M Buy
2023
Q2
$1.69M Sell
2023
Q1
$2.29M Sell
2022
Q4
$2.28M Sell
2022
Q3
$4.4M Buy
2022
Q2
$487K Sell
2022
Q1
$977K Buy
2021
Q4
$618K Sell
2021
Q3
$808K Buy
2021
Q2
$822K Sell
2021
Q1
$931K Sell
2020
Q4
$1.16M Buy
2020
Q3
$259K Buy