Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.53M Buy
2025
Q2
$2.31M Sell
2025
Q1
$2.08M Buy
2024
Q4
$1.62M Sell
2024
Q3
$1.78M Buy
2024
Q2
$1.34M Buy
2024
Q1
$1.47M Buy
2023
Q4
$1.24M Buy
2023
Q3
$1.03M Buy
2023
Q2
$535K Buy
2023
Q1
$487K Sell
2022
Q4
$541K Buy
2022
Q3
$436K Buy
2022
Q2
$515K Sell
2022
Q1
$477K Buy
2021
Q4
$482K Buy
2021
Q3
$416K Sell
2021
Q2
$448K Buy
2020
Q4
Sell
2020
Q3
$457K Buy