Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.09M Buy
2025
Q2
$878K Sell
2025
Q1
$998K Buy
2024
Q4
$780K Buy
2024
Q3
$640K Sell
2024
Q2
$639K Sell
2024
Q1
$712K Sell
2023
Q4
$1.04M Sell
2023
Q3
$924K Buy
2023
Q2
$903K Buy
2023
Q1
$945K Buy
2022
Q4
$1.01M Sell
2022
Q3
$852K Buy
2022
Q2
$830K Buy
2022
Q1
$1.13M Buy
2015
Q3
Sell
2015
Q2
$71K Buy