Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$863K Buy
2025
Q2
$1.02M Buy
2025
Q1
$577K Buy
2024
Q4
$623K Buy
2024
Q3
$392K Buy
2024
Q2
$625K Sell
2024
Q1
$765K Buy
2023
Q4
$524K Buy
2023
Q3
$318K Buy
2023
Q2
$337K Buy
2022
Q1
Sell
2021
Q4
$1.72M Buy
2020
Q4
Sell
2020
Q3
$1.4M Sell
2020
Q2
$1.41M Buy
2019
Q2
Sell
2019
Q1
$1.24M Buy