Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$958K Buy
2025
Q2
Sell
2025
Q1
$1M Buy
2024
Q4
$649K Buy
2023
Q1
Sell
2022
Q4
$647K Buy
2022
Q3
$559K Buy
2022
Q2
$492K Sell
2022
Q1
$703K Sell
2021
Q4
$3.02M Buy
2021
Q3
$560K Sell
2021
Q2
$763K Sell
2021
Q1
$831K Buy
2020
Q4
$608K Buy
2020
Q3
$390K Sell
2020
Q2
$437K Buy
2020
Q1
$314K Sell
2019
Q4
$1.43M Buy
2019
Q3
$1.29M Buy