Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.07M Sell
2025
Q2
$977K Buy
2025
Q1
$805K Buy
2024
Q4
$761K Sell
2024
Q3
$1.57M Sell
2024
Q2
$1.97M Buy
2024
Q1
$2.07M Sell
2023
Q4
$1.92M Buy
2023
Q3
$1.04M Buy
2023
Q2
$738K Hold
2023
Q1
$617K Sell
2022
Q4
$575K Sell
2022
Q3
$610K Sell
2022
Q2
$642K Sell
2022
Q1
$981K Hold
2021
Q4
$1.19M Buy
2021
Q3
$576K Sell
2021
Q2
$611K Sell
2021
Q1
$510K Buy
2020
Q4
$359K Buy