Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.02M Buy
2025
Q2
$682K Buy
2024
Q2
Sell
2024
Q1
$781K Buy
2023
Q4
Sell
2023
Q3
$923K Sell
2023
Q2
$1.32M Buy
2023
Q1
Sell
2022
Q4
$625K Buy
2022
Q2
Sell
2022
Q1
$223K Buy
2021
Q4
$254K Sell
2021
Q3
$856K Buy
2021
Q2
$367K Buy
2021
Q1
Sell
2020
Q4
$656K Buy
2020
Q3
$337K Buy