Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.13M Buy
2025
Q2
$662K Buy
2025
Q1
$519K Buy
2024
Q4
$599K Sell
2024
Q3
$464K Hold
2024
Q2
$351K Sell
2024
Q1
$411K Sell
2023
Q4
$646K Sell
2023
Q3
$652K Buy
2023
Q2
$678K Buy
2023
Q1
$531K Buy
2022
Q4
$287K Buy
2022
Q3
$601K Sell
2022
Q2
$516K Sell
2022
Q1
$1.84M Buy
2021
Q4
$928K Buy
2021
Q3
$499K Buy
2021
Q2
$212K Buy
2021
Q1
$205K Sell
2020
Q4
$222K Buy