Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.51M Buy
2025
Q2
$1.08M Buy
2025
Q1
$878K Sell
2024
Q4
$1.42M Sell
2024
Q3
$1.1M Sell
2024
Q2
$838K Sell
2024
Q1
$747K Sell
2023
Q4
$1.28M Buy
2023
Q3
$1.25M Buy
2023
Q2
$1.3M Sell
2023
Q1
$1.07M Buy
2022
Q4
$542K Buy
2022
Q3
$1.01M Hold
2022
Q2
$859K Buy
2022
Q1
$1.37M Buy
2021
Q4
$1.29M Sell
2021
Q3
$978K Buy
2021
Q2
$829K Hold
2021
Q1
$814K Buy
2020
Q4
$857K Hold
2020
Q3
$521K Sell
2020
Q2
$268K Buy