Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.14M Buy
2025
Q2
$791K Sell
2025
Q1
$849K Buy
2024
Q4
$1.15M Buy
2024
Q3
$657K Hold
2024
Q2
$497K Buy
2024
Q1
$347K Sell
2023
Q4
$570K Sell
2023
Q3
$690K Buy
2023
Q2
$683K Sell
2023
Q1
$565K Buy
2022
Q4
$223K Buy
2022
Q3
$427K Buy
2022
Q2
$343K Buy
2022
Q1
$525K Sell
2021
Q4
$628K Buy
2021
Q3
$423K Sell
2021
Q2
$422K Sell
2021
Q1
$415K Buy
2020
Q4
$423K Buy