Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.14M Buy
2025
Q2
$975K Sell
2025
Q1
$996K Sell
2024
Q4
$930K Sell
2024
Q3
$1.26M Buy
2024
Q2
$921K Buy
2024
Q1
$964K Sell
2023
Q4
$941K Sell
2023
Q3
$836K Sell
2023
Q2
$905K Buy
2023
Q1
$765K Sell
2022
Q4
$821K Buy
2022
Q3
$565K Sell
2022
Q2
$1.45M Sell
2022
Q1
$1.72M Buy
2021
Q4
$1.66M Sell
2021
Q3
$1.71M Buy
2021
Q2
$1.72M Buy
2021
Q1
$1.64M Buy
2020
Q4
$1.3M Buy
2020
Q3
$1.03M Sell
2020
Q2
$1.07M Buy