Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.18M Buy
2025
Q2
$826K Sell
2025
Q1
$710K Buy
2024
Q4
$1.07M Sell
2024
Q3
$995K Buy
2024
Q2
$743K Sell
2024
Q1
$723K Sell
2023
Q4
$1.09M Buy
2023
Q3
$1.05M Buy
2023
Q2
$1.08M Buy
2023
Q1
$809K Sell
2022
Q4
$509K Buy
2022
Q3
$993K Buy
2022
Q2
$766K Buy
2022
Q1
$1.12M Buy
2021
Q4
$932K Buy
2021
Q3
$456K Buy
2021
Q2
$399K Hold
2021
Q1
$392K Sell
2020
Q4
$566K Sell
2020
Q3
$378K Buy