Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$321K Sell
2025
Q2
$307K Sell
2025
Q1
$883K Buy
2024
Q4
$903K Sell
2024
Q3
$1.05M Buy
2024
Q2
$1.1M Buy
2024
Q1
$1.13M Buy
2023
Q4
$847K Buy
2023
Q3
$754K Sell
2023
Q2
$955K Buy
2023
Q1
$851K Buy
2022
Q4
$852K Buy
2022
Q3
$562K Sell
2022
Q2
$687K Buy
2022
Q1
$412K Buy
2021
Q4
$202K Sell
2021
Q3
$229K Buy
2021
Q2
$229K Sell
2021
Q1
$238K Buy
2020
Q4
$235K Buy