Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Sell
2025
Q2
$731K Buy
2025
Q1
$500K Buy
2024
Q4
$627K Sell
2024
Q3
$653K Sell
2024
Q2
$1.16M Sell
2024
Q1
$812K Buy
2023
Q4
$671K Sell
2023
Q3
$615K Sell
2023
Q2
$558K Buy
2023
Q1
$439K Sell
2022
Q4
$586K Buy
2022
Q3
$402K Buy
2022
Q2
$418K Sell
2022
Q1
$560K Buy
2021
Q4
$778K Buy
2021
Q3
$645K Buy
2021
Q2
$442K Buy
2021
Q1
$349K Sell
2020
Q4
$274K Buy