Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$819K Sell
2025
Q2
$734K Sell
2025
Q1
$1.03M Buy
2024
Q4
$1.04M Buy
2024
Q3
$915K Sell
2024
Q2
$735K Buy
2024
Q1
$779K Buy
2023
Q4
$538K Sell
2023
Q3
$415K Buy
2023
Q2
$368K Sell
2023
Q1
$515K Buy
2022
Q4
$314K Buy
2022
Q3
$318K Buy
2022
Q2
$459K Sell
2022
Q1
$1.67M Sell
2021
Q4
$3.05M Buy
2021
Q3
$4.14M Sell
2021
Q2
$6.18M Buy
2021
Q1
$3.72M Buy
2020
Q4
$3.75M Buy
2020
Q3
$2.08M Buy
2020
Q2
$1.24M Buy