Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$260K Sell
2025
Q1
$1.13M Sell
2024
Q4
$1.25M Buy
2024
Q3
$1.24M Buy
2024
Q2
$867K Buy
2024
Q1
$790K Buy
2023
Q4
$628K Buy
2023
Q3
$495K Sell
2023
Q2
$543K Buy
2023
Q1
$406K Buy
2022
Q4
$397K Buy
2022
Q2
Sell
2022
Q1
$177K Sell
2021
Q4
$384K Buy
2021
Q3
$269K Sell
2021
Q2
$241K Buy