Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.26M Buy
2025
Q2
$977K Sell
2025
Q1
$872K Buy
2024
Q4
$712K Sell
2024
Q3
$757K Sell
2024
Q2
$600K Sell
2024
Q1
$671K Buy
2023
Q4
$573K Sell
2023
Q3
$535K Sell
2023
Q2
$513K Buy
2023
Q1
$485K Buy
2022
Q4
$516K Buy
2022
Q3
$413K Buy
2022
Q2
$478K Buy
2021
Q3
$412K Sell
2021
Q2
$474K Buy
2020
Q4
$464K Sell
2020
Q3
$595K Hold
2020
Q2
$595K Sell
2020
Q1
$621K Sell
2019
Q4
$855K Buy