Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$729K Sell
2025
Q2
$684K Buy
2025
Q1
$682K Sell
2024
Q4
$796K Sell
2024
Q3
$1.02M Sell
2024
Q2
$1M Sell
2024
Q1
$1.2M Sell
2023
Q4
$1.16M Sell
2023
Q3
$1.18M Buy
2023
Q2
$1.16M Sell
2023
Q1
$1.17M Buy
2022
Q4
$1.15M Sell
2022
Q3
$965K Buy
2022
Q2
Sell
2022
Q1
$1.53M Sell
2021
Q4
$1.61M Buy
2021
Q3
$1.38M Buy