Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$686K Buy
2025
Q2
$484K Sell
2025
Q1
$560K Buy
2024
Q4
$601K Buy
2024
Q3
$435K Sell
2024
Q2
$511K Sell
2024
Q1
$1.9M Buy
2023
Q4
$1.84M Sell
2023
Q3
$2.12M Sell
2023
Q2
$3.71M Buy
2023
Q1
$3.93M Buy
2022
Q4
$3.73M Sell
2022
Q3
$3.31M Buy
2022
Q2
$3.01M Sell
2022
Q1
$3.75M Sell
2021
Q4
$5.08M Sell
2021
Q3
$4.67M Buy
2021
Q2
$5.01M Buy
2021
Q1
$4.8M Buy
2020
Q4
$3.16M Buy