Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.28M Sell
2025
Q2
$928K Buy
2025
Q1
$574K Buy
2024
Q4
$806K Sell
2024
Q3
$551K Buy
2024
Q2
$398K Buy
2024
Q1
$287K Sell
2023
Q4
$501K Buy
2023
Q3
$482K Buy
2023
Q2
$463K Sell
2023
Q1
$390K Buy
2022
Q4
Sell
2022
Q3
$263K Buy
2022
Q2
$222K Buy
2022
Q1
$348K Buy
2021
Q4
$324K Sell
2021
Q3
$240K Buy
2021
Q1
Sell
2020
Q4
$147K Buy