Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.16M Sell
2025
Q2
$1.17M Buy
2025
Q1
$966K Buy
2024
Q4
$612K Sell
2024
Q3
$794K Buy
2024
Q2
$727K Sell
2024
Q1
$1.16M Sell
2023
Q4
$3.22M Sell
2023
Q3
$2.97M Buy
2023
Q2
$724K Sell
2023
Q1
$735K Sell
2022
Q4
$748K Buy
2022
Q3
$779K Sell
2022
Q2
$686K Sell
2022
Q1
$1.35M Buy
2021
Q4
$1.45M Buy
2021
Q3
$1.54M Buy
2021
Q2
$1.51M Buy
2021
Q1
$999K Buy
2020
Q3
Sell
2020
Q2
$492K Sell
2020
Q1
$1.06K Buy