Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.46M Buy
2025
Q2
$817K Buy
2023
Q4
Sell
2023
Q3
$534K Sell
2023
Q2
$521K Buy
2023
Q1
$560K Buy
2022
Q1
Sell
2021
Q4
$404K Buy
2021
Q3
$433K Buy
2021
Q2
$365K Sell
2021
Q1
$383K Sell
2020
Q4
$440K Buy
2020
Q3
$576K Sell
2020
Q2
$375K Sell
2020
Q1
$492K Buy