Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.16M Sell
2025
Q2
$1.25M Buy
2025
Q1
$927K Buy
2024
Q4
$483K Sell
2024
Q3
$585K Buy
2022
Q4
Sell
2022
Q3
$347K Sell
2022
Q2
$270K Sell
2022
Q1
$624K Hold
2021
Q4
$624K Buy
2021
Q3
$648K Buy
2021
Q2
$723K Hold
2021
Q1
$786K Hold
2020
Q4
$735K Buy
2020
Q3
$369K Hold
2020
Q2
$314K Hold
2020
Q1
$282K Hold
2019
Q4
$354K Buy