Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.71M Buy
2025
Q1
$2.04M Buy
2024
Q4
$1.84M Buy
2024
Q3
$1.22M Sell
2024
Q2
$1.06M Buy
2024
Q1
$898K Buy
2023
Q4
$896K Sell
2023
Q3
$998K Buy
2023
Q2
$1.11M Buy
2023
Q1
$788K Buy
2022
Q4
$535K Sell
2022
Q3
$613K Buy
2022
Q2
$386K Buy
2022
Q1
$726K Sell
2021
Q4
$1.76M Sell
2021
Q3
$2.19M Sell
2021
Q2
$2.82M Buy
2021
Q1
$1.8M Sell
2020
Q4
$1.85M Sell
2020
Q3
$1.68M Buy
2020
Q2
$1.46M Buy