Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.09M Buy
2025
Q2
$481K Buy
2025
Q1
$432K Buy
2024
Q4
$225K Buy
2024
Q3
$234K Sell
2024
Q2
$207K Sell
2024
Q1
$231K Buy
2023
Q4
$215K Sell
2023
Q3
$244K Buy
2023
Q2
$262K Buy
2023
Q1
Sell
2022
Q4
$220K Buy
2019
Q4
Sell
2019
Q3
$228K Buy
2019
Q2
$225K Buy
2019
Q1
$206K Buy
2018
Q4
$185K Buy
2018
Q1
$115K Sell
2017
Q4
$117K Buy