Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.62M Buy
2025
Q2
$1.05M Buy
2025
Q1
$1.1M Buy
2024
Q4
$879K Sell
2024
Q3
$1.1M Buy
2024
Q2
$961K Buy
2024
Q1
$1.04M Buy
2023
Q4
$991K Sell
2023
Q3
$1.04M Sell
2023
Q2
$1.15M Sell
2023
Q1
$1.52M Buy
2022
Q4
$1.3M Buy
2022
Q3
$1.34M Buy
2022
Q2
$1.46M Buy
2022
Q1
$1.79M Buy
2021
Q4
$1.41M Buy
2021
Q3
$1.37M Buy
2021
Q2
$993K Buy
2021
Q1
$690K Buy
2020
Q4
$506K Sell
2020
Q3
$5.69M Buy