Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.02M Sell
2025
Q2
$760K Sell
2025
Q1
$646K Sell
2024
Q4
$1.11M Sell
2024
Q3
$847K Buy
2024
Q2
$639K Hold
2024
Q1
$567K Buy
2023
Q4
$801K Hold
2023
Q3
$807K Hold
2023
Q2
$844K Buy
2023
Q1
$666K Sell
2022
Q4
$400K Buy
2022
Q3
$862K Sell
2022
Q2
$744K Buy
2022
Q1
$1.18M Buy
2021
Q4
$1.16M Buy
2021
Q3
$846K Hold
2021
Q2
$742K Sell
2021
Q1
$731K Buy
2020
Q4
$243K Buy