Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.04M Sell
2025
Q2
$1.57M Buy
2025
Q1
$1.19M Buy
2024
Q4
$1.08M Sell
2024
Q3
$1.05M Sell
2024
Q2
$909K Buy
2024
Q1
$1.05M Buy
2023
Q4
$774K Sell
2023
Q3
$722K Buy
2023
Q2
$435K Buy
2023
Q1
$335K Buy
2022
Q4
Sell
2022
Q3
$221K Sell
2022
Q2
$455K Sell
2022
Q1
$625K Buy
2021
Q4
$526K Buy
2021
Q3
$603K Buy
2021
Q2
$427K Buy
2021
Q1
$303K Buy
2020
Q4
$247K Buy