Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.19M Buy
2025
Q2
$833K Buy
2025
Q1
$229K Sell
2024
Q4
$449K Sell
2024
Q3
$556K Sell
2024
Q2
$678K Sell
2024
Q1
$1.03M Sell
2023
Q4
$914K Buy
2023
Q3
$863K Buy
2023
Q2
$870K Sell
2023
Q1
$892K Sell
2022
Q4
$1.12M Sell
2022
Q3
$981K Buy
2022
Q2
$992K Sell
2022
Q1
$1M Buy
2021
Q4
$784K Buy
2021
Q3
$716K Sell
2021
Q2
$742K Buy
2021
Q1
$566K Sell
2020
Q4
$657K Buy