Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.63M Sell
2025
Q2
$1.24M Buy
2025
Q1
$977K Buy
2024
Q4
$1.42M Buy
2024
Q3
$889K Hold
2024
Q2
$673K Sell
2024
Q1
$644K Sell
2023
Q4
$1.01M Sell
2023
Q3
$1.03M Sell
2023
Q2
$1.09M Buy
2023
Q1
$864K Hold
2022
Q4
$513K Buy
2022
Q3
$1.07M Buy
2022
Q2
$901K Buy
2022
Q1
$1.44M Buy
2021
Q4
$1.32M Buy
2021
Q3
$951K Hold
2021
Q2
$833K Hold
2021
Q1
$819K Buy
2020
Q4
$851K Buy
2020
Q3
$507K Buy
2020
Q2
$253K Buy