Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.16M Sell
2025
Q2
$1.7M Buy
2025
Q1
$1.25M Buy
2024
Q4
$1.21M Sell
2024
Q3
$751K Buy
2024
Q2
$771K Sell
2024
Q1
$525K Sell
2023
Q4
$675K Buy
2023
Q3
$760K Sell
2023
Q2
$791K Hold
2023
Q1
$751K Sell
2022
Q4
$374K Buy
2022
Q3
$673K Sell
2022
Q2
$738K Sell
2022
Q1
$1.08M Buy
2021
Q4
$1.04M Buy
2021
Q1
Sell
2020
Q4
$491K Buy