Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.49M Buy
2025
Q2
$904K Buy
2025
Q1
$567K Buy
2024
Q4
$594K Buy
2024
Q3
$339K Sell
2024
Q2
$461K Buy
2024
Q1
$227K Buy
2023
Q3
Sell
2023
Q2
$200K Buy
2022
Q2
Sell
2022
Q1
$217K Sell
2021
Q4
$406K Sell
2021
Q3
$379K Buy
2021
Q2
$393K Buy
2021
Q1
$383K Buy
2020
Q4
$349K Buy
2020
Q3
$235K Buy