Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.55M Buy
2025
Q2
$1.08M Sell
2025
Q1
$885K Buy
2024
Q4
$1.37M Buy
2024
Q3
$802K Buy
2024
Q2
$507K Buy
2024
Q1
$436K Sell
2023
Q4
$630K Sell
2023
Q3
$653K Sell
2023
Q2
$695K Sell
2023
Q1
$597K Buy
2022
Q4
$340K Buy
2022
Q3
$678K Sell
2022
Q2
$665K Sell
2022
Q1
$1.44M Sell
2021
Q4
$1.56M Buy
2021
Q3
$789K Sell
2021
Q2
$712K Buy
2021
Q1
$661K Buy
2020
Q4
$656K Buy