Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.04M Sell
2025
Q2
$1.08M Buy
2025
Q1
$946K Sell
2024
Q4
$880K Buy
2024
Q3
$802K Buy
2024
Q2
$527K Buy
2024
Q1
$157K Sell
2023
Q4
$275K Sell
2023
Q3
$798K Buy
2023
Q2
$638K Buy
2023
Q1
$637K Buy
2020
Q1
Sell
2019
Q4
$3.93M Buy