Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.55M Buy
2025
Q2
$1.41M Sell
2025
Q1
$1.68M Sell
2024
Q4
$1.57M Sell
2024
Q3
$2.24M Buy
2024
Q1
Sell
2023
Q4
$758K Buy
2023
Q3
$718K Buy
2023
Q2
$699K Buy
2023
Q1
$676K Sell
2022
Q4
$724K Buy
2022
Q3
$531K Buy
2022
Q2
$625K Sell
2022
Q1
$641K Buy
2021
Q4
$484K Buy
2021
Q3
$367K Buy
2021
Q2
$343K Buy
2021
Q1
$221K Sell
2020
Q4
$2.48M Buy