Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.33M Buy
2025
Q2
$1M Buy
2025
Q1
$581K Buy
2024
Q4
$608K Buy
2024
Q3
$533K Sell
2024
Q2
$544K Buy
2024
Q1
$423K Sell
2023
Q4
$349K Hold
2023
Q3
$291K Hold
2023
Q2
$338K Hold
2023
Q1
$310K Sell
2022
Q4
$252K Sell
2022
Q3
$284K Sell
2022
Q2
$373K Buy
2022
Q1
$437K Buy
2021
Q4
$487K Sell
2021
Q3
$457K Buy
2021
Q2
$354K Hold
2021
Q1
$349K Buy