Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$521K Sell
2025
Q2
$617K Sell
2025
Q1
$5.98M Buy
2024
Q4
$6.45M Sell
2024
Q3
$7.96M Sell
2024
Q2
$7.86M Buy
2024
Q1
$9.04M Buy
2023
Q4
$8.14M Buy
2023
Q3
$6.83M Buy
2023
Q2
$6.81M Buy
2023
Q1
$5.71M Buy
2022
Q4
$4.61M Buy
2022
Q3
$3.98M Buy
2022
Q2
$4.7M Buy
2022
Q1
$4.82M Buy
2021
Q4
$5.65M Sell
2021
Q3
$7.32M Buy
2021
Q2
$6.95M Sell
2021
Q1
$5.58M Buy
2020
Q4
$4.01M Sell
2020
Q3
$3.57M Buy
2020
Q2
$3.14M Buy
2020
Q1
$2.21M Buy