Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.58M Sell
2025
Q2
$1.2M Hold
2025
Q1
$856K Buy
2024
Q4
Sell
2024
Q3
$1.03M Buy
2024
Q2
$770K Buy
2024
Q1
Sell
2023
Q4
$903K Hold
2023
Q3
$909K Hold
2023
Q2
$951K Hold
2023
Q1
$754K Buy
2022
Q4
$447K Buy
2022
Q3
$961K Buy
2022
Q2
$789K Buy
2022
Q1
$1.21M Hold
2021
Q4
$1.01M Sell
2021
Q3
$875K Buy
2021
Q2
$765K Hold
2021
Q1
$751K Sell
2020
Q4
$864K Buy