Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.14M Sell
2025
Q2
$1.36M Sell
2025
Q1
$1.15M Buy
2024
Q4
$1.17M Buy
2024
Q3
$1.11M Buy
2024
Q2
$1.12M Buy
2024
Q1
$1.01M Buy
2023
Q4
$715K Buy
2023
Q3
$557K Buy
2023
Q2
$397K Buy
2023
Q1
$351K Buy
2022
Q4
$266K Buy
2022
Q3
$243K Sell
2022
Q2
$247K Buy
2022
Q1
$298K Sell
2021
Q4
$473K Buy
2021
Q3
$348K Buy
2021
Q2
$307K Sell
2021
Q1
$260K Buy
2020
Q4
$215K Buy