Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$569K Buy
2025
Q2
$537K Sell
2025
Q1
$593K Sell
2024
Q4
$647K Sell
2024
Q3
$990K Buy
2024
Q2
$917K Sell
2024
Q1
$1.15M Sell
2023
Q4
$1.43M Buy
2023
Q3
$1.38M Buy
2023
Q2
$1.62M Hold
2023
Q1
$1.59M Sell
2022
Q4
$1.58M Sell
2022
Q3
$1.84M Sell
2022
Q2
$2.14M Buy
2022
Q1
$2.36M Sell
2021
Q4
$2.27M Sell
2021
Q3
$2.23M Sell
2021
Q2
$2.38M Hold
2021
Q1
$2.18M Buy
2020
Q4
$1.83M Buy