Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.44M Sell
2025
Q2
$1.71M Buy
2025
Q1
$1.18M Buy
2024
Q4
$1.07M Sell
2024
Q3
$856K Buy
2024
Q2
$769K Buy
2024
Q1
$684K Buy
2023
Q4
$468K Buy
2023
Q3
$341K Buy
2023
Q2
$289K Hold
2023
Q1
$227K Buy
2022
Q2
Sell
2022
Q1
$294K Buy
2021
Q4
$420K Buy
2021
Q3
$345K Buy
2021
Q2
$287K Sell
2021
Q1
$299K Buy
2020
Q4
$302K Buy
2020
Q3
$268K Buy
2020
Q2
$238K Buy