Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Sell
2025
Q2
$1.01M Buy
2025
Q1
$1.07M Buy
2024
Q4
$1.21M Buy
2024
Q3
$1.18M Sell
2024
Q2
$1.29M Buy
2024
Q1
$1.25M Buy
2023
Q4
$1.14M Hold
2023
Q3
$1.14M Buy
2023
Q2
$1.06M Buy
2023
Q1
$969K Sell
2022
Q4
$745K Buy
2022
Q3
$618K Buy
2022
Q2
$931K Buy
2022
Q1
$925K Hold
2021
Q4
$1.03M Buy
2021
Q3
$876K Hold
2021
Q2
$1.19M Buy
2021
Q1
$1.11M Hold
2020
Q4
$1.02M Buy