Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$742K Sell
2025
Q2
$1.19M Buy
2025
Q1
$1.13M Buy
2024
Q4
$1.15M Buy
2024
Q3
$1.01M Buy
2024
Q2
$896K Buy
2024
Q1
$874K Buy
2023
Q4
$749K Buy
2023
Q3
$675K Sell
2023
Q2
$827K Sell
2023
Q1
$853K Buy
2022
Q4
$675K Buy
2022
Q3
$506K Sell
2022
Q2
$626K Sell
2022
Q1
$822K Buy
2021
Q4
$867K Buy
2021
Q3
$217K Buy