Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.07M Buy
2025
Q2
$872K Sell
2025
Q1
$1.59M Buy
2024
Q4
$867K Buy
2024
Q3
$1.03M Sell
2024
Q2
$812K Sell
2024
Q1
$883K Buy
2023
Q4
$602K Buy
2023
Q3
$304K Hold
2023
Q2
$324K Sell
2023
Q1
$295K Buy
2022
Q4
$233K Buy
2022
Q3
Sell
2022
Q2
$202K Sell
2022
Q1
$243K Sell
2021
Q4
$390K Hold
2021
Q3
$316K Hold
2021
Q2
$328K Sell
2021
Q1
$353K Buy
2020
Q4
$318K Buy