Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$851K Sell
2025
Q2
$727K Sell
2025
Q1
$3.63M Buy
2024
Q4
$742K Buy
2024
Q3
$599K Buy
2024
Q2
$469K Buy
2024
Q1
$418K Sell
2023
Q4
$421K Sell
2023
Q3
$346K Buy
2023
Q2
$341K Sell
2023
Q1
$352K Buy
2022
Q4
$277K Sell
2022
Q3
$316K Sell
2022
Q2
$523K Buy
2022
Q1
$407K Sell
2021
Q4
$480K Buy
2019
Q2
Sell
2019
Q1
$264K Buy
2018
Q4
Sell
2018
Q3
$212K Buy