Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Sell
2025
Q2
$612K Buy
2025
Q1
$169K Buy
2024
Q4
$123K Sell
2024
Q3
$206K Sell
2024
Q2
$1.4M Buy
2024
Q1
$1.9M Sell
2023
Q4
$2.05M Sell
2023
Q3
$1.89M Buy
2023
Q2
$1.86M Sell
2023
Q1
$951K Buy
2022
Q4
$1.23M Sell
2022
Q3
$1.75M Buy
2022
Q2
$1.58M Sell
2022
Q1
$2.89M Buy
2021
Q4
$837K Buy
2021
Q3
$412K Buy
2020
Q2
Sell
2020
Q1
$4K Buy