Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.15M Sell
2025
Q2
$1.72M Buy
2025
Q1
$1.39M Buy
2024
Q4
$1.74M Hold
2024
Q3
$1.13M Sell
2024
Q2
$866K Buy
2024
Q1
$734K Sell
2023
Q4
$1.07M Sell
2023
Q3
$1.09M Sell
2023
Q2
$1.27M Sell
2023
Q1
$1.06M Sell
2022
Q4
$635K Buy
2022
Q3
$1.19M Buy
2022
Q2
$980K Buy
2022
Q1
$1.34M Buy
2021
Q4
$1.21M Buy
2021
Q3
$639K Hold
2021
Q2
$639K Hold
2021
Q1
$628K Hold
2020
Q4
$663K Buy