Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.07M Buy
2025
Q2
$647K Buy
2025
Q1
$523K Buy
2024
Q4
$599K Sell
2024
Q3
$604K Sell
2024
Q2
$434K Sell
2024
Q1
$750K Sell
2023
Q4
$1.15M Buy
2023
Q3
$840K Buy
2023
Q2
$1.16M Buy
2023
Q1
Sell
2022
Q4
$613K Buy
2022
Q3
$491K Sell
2022
Q2
$571K Buy
2022
Q1
$1.53M Buy
2021
Q4
$1.94M Buy
2021
Q3
$1.14M Buy
2021
Q2
$714K Buy
2021
Q1
Sell
2020
Q4
$721K Buy