Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$823K Buy
2025
Q2
$841K Buy
2025
Q1
$574K Sell
2024
Q4
$477K Sell
2024
Q3
$489K Sell
2024
Q2
$430K Buy
2024
Q1
$378K Sell
2023
Q4
$419K Buy
2023
Q3
$331K Sell
2023
Q2
$365K Buy
2023
Q1
$432K Buy
2022
Q4
$411K Buy
2022
Q3
$341K Sell
2022
Q2
$473K Buy
2021
Q3
$926K Buy
2021
Q2
$974K Buy
2020
Q4
$1.25M Sell
2020
Q3
$1.43M Hold
2020
Q2
$1.43M Buy
2020
Q1
$1.27M Sell
2019
Q4
$1.72M Buy