Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.08M Buy
2025
Q2
$1.1M Buy
2025
Q1
$939K Sell
2024
Q4
$901K Buy
2024
Q3
$788K Sell
2024
Q2
$709K Sell
2024
Q1
$832K Sell
2023
Q4
$851K Buy
2023
Q3
$896K Buy
2023
Q2
$810K Sell
2023
Q1
$872K Sell
2022
Q4
$815K Sell
2022
Q3
$749K Sell
2022
Q2
$1.01M Sell
2022
Q1
$1.83M Sell
2021
Q4
$2.09M Sell
2021
Q3
$1.91M Sell
2021
Q2
$1.87M Sell
2021
Q1
$1.83M Sell
2020
Q4
$1.68M Buy
2020
Q3
$535K Buy
2020
Q2
$633K Buy