Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.51M Sell
2025
Q2
$1.25M Buy
2025
Q1
$801K Sell
2024
Q4
$1.07M Buy
2024
Q3
$920K Sell
2024
Q2
$989K Buy
2024
Q1
$705K Sell
2023
Q4
$549K Sell
2023
Q3
$480K Buy
2023
Q2
$557K Buy
2023
Q1
$468K Buy
2022
Q4
$260K Buy
2022
Q3
Sell
2022
Q2
$242K Buy
2022
Q1
$284K Buy
2021
Q4
$288K Sell
2021
Q3
$360K Sell
2021
Q2
$403K Sell
2021
Q1
$417K Buy
2020
Q4
$343K Buy