Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.03M Buy
2025
Q2
$739K Sell
2025
Q1
$546K Buy
2024
Q4
$640K Sell
2024
Q3
$578K Buy
2024
Q2
$559K Buy
2024
Q1
$430K Buy
2023
Q4
$325K Hold
2023
Q3
$272K Buy
2023
Q2
$316K Sell
2023
Q1
$313K Hold
2022
Q4
$250K Sell
2022
Q3
$257K Buy
2022
Q2
$286K Sell
2022
Q1
$1.09M Buy
2021
Q4
$770K Buy
2021
Q3
$584K Buy
2021
Q2
$314K Sell
2021
Q1
$329K Sell
2020
Q4
$305K Buy