Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$379K Sell
2025
Q2
$509K Sell
2025
Q1
$2.02M Buy
2024
Q4
$957K Buy
2024
Q3
$721K Buy
2024
Q2
$551K Buy
2024
Q1
$509K Buy
2023
Q4
$306K Buy
2023
Q3
$321K Buy
2023
Q2
$274K Buy
2023
Q1
$223K Buy
2022
Q4
$230K Buy
2022
Q3
$213K Buy
2020
Q1
Sell
2019
Q4
$531K Sell
2019
Q3
$640K Sell
2019
Q2
$645K Sell
2019
Q1
$952K Buy
2018
Q4
$620K Buy