Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Sell
2025
Q2
$1.13M Buy
2025
Q1
$891K Buy
2024
Q4
$799K Buy
2024
Q3
$864K Buy
2024
Q2
$702K Sell
2024
Q1
$715K Buy
2023
Q4
$722K Buy
2023
Q3
$666K Sell
2023
Q2
$758K Buy
2023
Q1
$746K Buy
2022
Q4
$698K Buy
2022
Q3
$662K Hold
2022
Q2
$824K Hold
2022
Q1
$863K Hold
2021
Q4
$841K Hold
2021
Q3
$773K Hold
2021
Q2
$771K Buy