Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$892K Buy
2025
Q2
$831K Buy
2025
Q1
$776K Buy
2024
Q4
$769K Sell
2024
Q3
$1.01M Buy
2024
Q2
$887K Buy
2024
Q1
$872K Buy
2023
Q4
$777K Sell
2023
Q3
$843K Buy
2023
Q2
$792K Buy
2023
Q1
$641K Buy
2022
Q4
$390K Buy
2022
Q3
$353K Sell
2022
Q2
$367K Sell
2022
Q1
$427K Buy
2021
Q4
$403K Sell
2021
Q3
$390K Buy
2021
Q2
$303K Sell
2021
Q1
$355K Sell
2020
Q4
$377K Buy