Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.95M Buy
2025
Q2
$1.38M Buy
2025
Q1
$653K Buy
2024
Q4
$880K Buy
2024
Q3
$496K Sell
2024
Q2
$387K Buy
2024
Q1
$343K Sell
2023
Q4
$873K Hold
2023
Q3
$879K Sell
2023
Q2
$945K Sell
2023
Q1
$789K Sell
2022
Q4
$475K Buy
2022
Q3
$598K Buy
2022
Q2
$504K Buy
2022
Q1
$784K Buy
2021
Q4
$766K Hold
2021
Q3
$562K Sell
2021
Q2
$579K Buy
2021
Q1
$564K Buy
2020
Q4
$546K Buy