Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.89M Buy
2025
Q2
$1.72M Buy
2025
Q1
$528K Sell
2024
Q4
$731K Buy
2024
Q3
$743K Buy
2024
Q2
$673K Sell
2024
Q1
$763K Buy
2023
Q4
$832K Buy
2023
Q3
$359K Sell
2023
Q2
$542K Buy
2023
Q1
$589K Buy
2022
Q4
$534K Buy
2022
Q3
$266K Buy
2021
Q4
Sell
2021
Q3
$1.47M Buy
2021
Q2
Sell
2021
Q1
$393K Sell
2020
Q4
$368K Buy
2020
Q3
$243K Buy