Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.47M Sell
2025
Q2
$1.5M Buy
2025
Q1
$1.13M Buy
2024
Q4
$883K Buy
2024
Q3
$934K Buy
2024
Q2
$980K Buy
2024
Q1
$819K Buy
2023
Q4
$673K Sell
2023
Q3
$620K Sell
2023
Q2
$728K Sell
2023
Q1
$801K Sell
2022
Q4
$762K Buy
2022
Q3
Sell
2022
Q2
$7.01M Buy
2022
Q1
$7.63M Buy
2021
Q4
$8.6M Buy
2021
Q3
$5.06M Sell
2021
Q2
$6.83M Buy
2021
Q1
$6.26M Buy