Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.03M Sell
2025
Q2
$1.47M Buy
2025
Q1
$1.15M Sell
2024
Q4
$1.85M Buy
2024
Q3
$1.17M Buy
2024
Q2
$845K Buy
2024
Q1
$706K Buy
2023
Q4
$961K Buy
2023
Q3
$801K Buy
2023
Q2
$1.02M Hold
2023
Q1
$784K Sell
2022
Q4
$700K Buy
2022
Q3
$852K Buy
2022
Q2
$822K Buy
2022
Q1
$1.25M Buy
2021
Q4
$1.28M Buy
2021
Q3
$910K Buy
2021
Q2
$774K Buy
2021
Q1
$751K Sell
2020
Q4
$872K Buy