Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.06M Sell
2025
Q2
$1.16M Buy
2025
Q1
$910K Sell
2024
Q4
$925K Buy
2024
Q3
$600K Buy
2024
Q2
$365K Buy
2024
Q1
$336K Buy
2023
Q4
$249K Sell
2023
Q3
$214K Buy
2021
Q2
Sell
2021
Q1
$365K Buy
2020
Q4
$261K Buy
2020
Q3
$248K Sell
2020
Q2
$508K Buy
2020
Q1
$243K Buy
2019
Q4
$284K Buy