Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.19M Sell
2025
Q2
$1.23M Sell
2025
Q1
$1.51M Buy
2024
Q4
$729K Sell
2024
Q3
$709K Buy
2024
Q2
$569K Buy
2024
Q1
$449K Buy
2023
Q4
$365K Sell
2023
Q3
$411K Buy
2023
Q2
$435K Buy
2023
Q1
$393K Buy
2022
Q4
$370K Hold
2022
Q3
$330K Hold
2022
Q2
$332K Buy
2020
Q1
Sell
2019
Q4
$8K Buy