Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.44M Buy
2025
Q2
$1.33M Buy
2025
Q1
$496K Sell
2024
Q4
$815K Buy
2024
Q3
$537K Buy
2024
Q2
$256K Buy
2022
Q2
Sell
2022
Q1
$221K Buy
2021
Q4
$234K Buy
2021
Q3
$223K Sell
2021
Q2
$396K Sell
2021
Q1
$415K Sell
2020
Q4
$447K Sell
2020
Q3
$365K Buy
2020
Q2
$324K Buy
2020
Q1
Sell
2019
Q4
$273K Buy