Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.19M Hold
2025
Q2
$1.14M Buy
2025
Q1
$887K Hold
2024
Q4
$734K Buy
2024
Q3
$836K Hold
2024
Q2
$808K Buy
2024
Q1
$743K Sell
2023
Q4
$628K Sell
2023
Q3
$474K Sell
2023
Q2
$544K Buy
2023
Q1
$342K Hold
2022
Q4
$267K Buy
2022
Q2
Sell
2022
Q1
$246K Hold
2021
Q4
$289K Buy
2021
Q3
$306K Hold
2021
Q2
$343K Buy
2021
Q1
$362K Hold
2020
Q4
$339K Sell
2020
Q3
$258K Hold
2020
Q2
$232K Buy