Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.51M Buy
2025
Q2
$1.04M Buy
2025
Q1
$814K Buy
2024
Q4
$723K Buy
2024
Q3
$377K Buy
2024
Q2
$224K Sell
2024
Q1
$235K Buy
2023
Q4
$275K Sell
2023
Q3
$311K Buy
2023
Q2
$287K Sell
2023
Q1
$289K Buy
2022
Q4
Sell
2022
Q3
$274K Buy
2022
Q2
Sell
2022
Q1
$263K Hold
2021
Q4
$258K Sell
2021
Q3
$201K Buy
2020
Q2
Sell
2020
Q1
$437K Buy