Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.07M Buy
2025
Q2
$963K Buy
2025
Q1
$914K Buy
2024
Q4
$612K Sell
2024
Q3
$669K Buy
2024
Q2
$498K Buy
2024
Q1
Sell
2023
Q4
$541K Sell
2023
Q3
$563K Buy
2023
Q2
$596K Buy
2023
Q1
$619K Hold
2022
Q4
$706K Hold
2022
Q3
$651K Buy
2022
Q2
$220K Sell
2022
Q1
$262K Sell
2021
Q4
$326K Buy
2021
Q3
$280K Hold
2021
Q2
$318K Buy
2021
Q1
$307K Buy
2020
Q4
$248K Buy