Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$377K Sell
2025
Q2
$493K Sell
2025
Q1
$799K Buy
2024
Q4
$876K Sell
2024
Q3
$1.42M Buy
2024
Q2
$1.4M Sell
2024
Q1
$1.42M Sell
2023
Q4
$1.96M Sell
2023
Q3
$1.73M Sell
2023
Q2
$1.68M Buy
2023
Q1
$1.32M Sell
2022
Q4
$1.2M Buy
2022
Q3
$729K Sell
2022
Q2
$1M Sell
2022
Q1
$1.43M Buy
2021
Q4
$1.57M Sell
2021
Q3
$1.65M Sell
2021
Q2
$1.8M Buy
2021
Q1
$1.44M Sell
2020
Q4
$1.63M Buy
2020
Q3
$1.44M Sell
2020
Q2
$1.34M Buy
2020
Q1
$963K Buy