Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$732K Buy
2025
Q2
$435K Sell
2025
Q1
$544K Buy
2024
Q4
$590K Buy
2024
Q3
$530K Sell
2024
Q2
$595K Buy
2024
Q1
$900K Buy
2023
Q4
$918K Sell
2023
Q3
$716K Buy
2023
Q2
$961K Sell
2023
Q1
$794K Sell
2022
Q4
$740K Buy
2022
Q3
$580K Buy
2022
Q2
$652K Buy
2022
Q1
$1.72M Buy
2021
Q4
$2.4M Buy
2021
Q3
$2.11M Sell
2021
Q2
$1.89M Buy
2021
Q1
$246K Buy
2020
Q4
$374K Buy