Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$452K Buy
2025
Q2
$392K Buy
2025
Q1
$330K Sell
2024
Q4
$657K Sell
2024
Q3
$1.35M Buy
2024
Q2
$1.51M Sell
2024
Q1
$1.51M Buy
2023
Q4
$1.42M Sell
2023
Q3
$1.35M Buy
2023
Q2
$1.42M Sell
2023
Q1
$1.42M Buy
2022
Q4
$1.25M Buy
2022
Q3
$931K Buy
2022
Q2
$975K Buy
2022
Q1
$863K Buy
2021
Q4
$1.07M Buy
2021
Q3
$929K Sell
2021
Q2
$1.22M Buy
2021
Q1
$882K Sell
2020
Q4
$818K Buy
2020
Q3
$599K Sell
2020
Q2
$519K Buy