Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.69M Buy
2025
Q2
$2.86M Sell
2025
Q1
$3.19M Buy
2024
Q4
$3.11M Buy
2024
Q3
$3.05M Buy
2024
Q2
$560K Buy
2024
Q1
$453K Buy
2023
Q4
$411K Buy
2023
Q3
$342K Sell
2023
Q2
$1.36M Buy
2023
Q1
$970K Buy
2022
Q4
$906K Buy
2022
Q3
$740K Buy
2022
Q2
$446K Buy
2020
Q3
Sell
2020
Q2
$225K Sell
2020
Q1
$259K Sell
2019
Q4
$357K Sell
2019
Q3
$348K Sell
2019
Q2
$366K Sell
2019
Q1
$390K Buy