Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.03M Sell
2025
Q2
$1.01M Sell
2025
Q1
$869K Buy
2024
Q4
$890K Buy
2024
Q3
$1.18M Sell
2024
Q2
$1.25M Buy
2024
Q1
$1.02M Buy
2023
Q4
$932K Buy
2023
Q3
$731K Buy
2023
Q2
$928K Buy
2023
Q1
$888K Sell
2022
Q4
$1.08M Sell
2022
Q3
$857K Buy
2022
Q2
$684K Buy
2022
Q1
$732K Sell
2021
Q4
$742K Buy
2021
Q3
$517K Buy
2021
Q2
$543K Buy
2021
Q1
$524K Sell
2020
Q4
$468K Buy
2020
Q3
$345K Buy