Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Buy
2025
Q2
$912K Buy
2025
Q1
$611K Buy
2024
Q4
$479K Buy
2024
Q3
$478K Buy
2024
Q2
$338K Sell
2024
Q1
$395K Sell
2023
Q4
$358K Buy
2023
Q3
$304K Buy
2023
Q1
Sell
2022
Q4
$484K Sell
2022
Q3
$432K Buy
2022
Q2
$445K Buy
2022
Q1
$389K Buy
2021
Q4
$324K Buy
2021
Q3
$320K Buy
2021
Q2
$335K Sell
2021
Q1
$471K Buy
2020
Q4
$293K Buy