Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.06M Buy
2025
Q2
$905K Sell
2025
Q1
$768K Buy
2024
Q4
$649K Sell
2024
Q3
$733K Sell
2024
Q2
$783K Sell
2024
Q1
$886K Sell
2023
Q4
$765K Buy
2023
Q3
$550K Sell
2023
Q2
$528K Buy
2023
Q1
$356K Buy
2022
Q4
$393K Sell
2022
Q3
$398K Sell
2022
Q2
$863K Buy
2022
Q1
$763K Buy
2021
Q4
$369K Sell
2021
Q3
$377K Buy
2020
Q3
Sell
2020
Q2
$223K Buy