Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.47M Sell
2025
Q2
$1.57M Buy
2025
Q1
$1.32M Sell
2024
Q4
$1.19M Sell
2024
Q3
$1.23M Buy
2024
Q2
$949K Sell
2024
Q1
$1.05M Buy
2023
Q4
$897K Buy
2023
Q3
$765K Sell
2023
Q2
$757K Buy
2023
Q1
$516K Sell
2022
Q4
$585K Buy
2022
Q3
$478K Sell
2022
Q2
$540K Buy
2022
Q1
$529K Buy
2021
Q4
$506K Sell
2021
Q3
$494K Sell
2021
Q2
$579K Sell
2021
Q1
$610K Buy
2020
Q4
$504K Buy