Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.02M Buy
2025
Q2
$694K Buy
2025
Q1
$551K Sell
2024
Q4
$1.16M Sell
2024
Q3
$995K Sell
2024
Q2
$773K Buy
2024
Q1
$639K Sell
2023
Q4
$1.68M Buy
2023
Q3
$1.68M Buy
2023
Q2
$1.74M Buy
2023
Q1
$1.37M Sell
2022
Q4
$820K Buy
2022
Q3
$1.63M Buy
2022
Q2
$1.3M Buy
2022
Q1
$2.06M Buy
2021
Q4
$2.01M Buy
2021
Q3
$1.33M Sell
2021
Q2
$1.17M Buy
2021
Q1
$1.13M Buy
2020
Q4
$746K Sell
2020
Q3
$1.18M Buy
2020
Q2
$550K Buy