Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.14M Sell
2024
Q4
$1.08M Buy
2024
Q3
$1.08M Buy
2024
Q2
$843K Buy
2024
Q1
$919K Buy
2023
Q4
$881K Buy
2023
Q3
$654K Buy
2023
Q2
$624K Buy
2023
Q1
Sell
2022
Q4
$657K Sell
2022
Q3
$625K Buy
2022
Q2
$648K Buy
2022
Q1
$596K Buy
2021
Q4
$556K Sell
2021
Q3
$529K Sell
2021
Q2
$644K Buy
2021
Q1
$625K Buy
2020
Q4
$507K Buy