Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Sell
2025
Q2
$783K Sell
2025
Q1
$773K Buy
2024
Q4
$957K Buy
2024
Q3
$599K Buy
2024
Q2
$412K Sell
2024
Q1
$469K Sell
2023
Q4
$687K Sell
2023
Q3
$721K Buy
2023
Q2
$670K Buy
2023
Q1
$508K Sell
2022
Q4
$334K Sell
2022
Q3
$751K Buy
2022
Q2
$544K Sell
2022
Q1
$947K Buy
2021
Q4
$829K Sell
2021
Q3
$610K Sell
2021
Q2
$535K Buy
2021
Q1
$322K Sell
2020
Q4
$516K Buy
2020
Q3
$166K Buy