Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.72M Sell
2025
Q2
$1.37M Buy
2025
Q1
$1.01M Buy
2024
Q4
$232K Sell
2024
Q3
$602K Buy
2024
Q2
$547K Buy
2024
Q1
Sell
2023
Q4
$205K Sell
2023
Q3
$262K Buy
2023
Q2
$220K Sell
2023
Q1
$222K Buy
2022
Q4
$242K Sell
2022
Q3
$897K Buy
2022
Q2
$500K Buy
2022
Q1
$775K Sell
2021
Q4
$975K Buy
2021
Q3
$558K Buy
2021
Q2
$378K Buy
2021
Q1
Sell
2020
Q4
$271K Buy