Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.23M Sell
2025
Q2
$1.61M Sell
2025
Q1
$1.35M Sell
2024
Q4
$2.19M Sell
2024
Q3
$1.52M Sell
2024
Q2
$1.17M Buy
2024
Q1
$876K Buy
2023
Q4
$1.13M Buy
2023
Q3
$868K Buy
2023
Q2
$618K Sell
2023
Q1
$596K Buy
2022
Q4
$332K Buy
2022
Q3
$652K Buy
2022
Q2
$521K Buy
2022
Q1
$653K Buy
2021
Q4
$609K Sell
2021
Q3
$465K Buy
2021
Q2
$398K Buy
2021
Q1
$390K Buy
2020
Q4
$402K Buy
2020
Q3
$230K Buy