Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Buy
2025
Q2
$685K Buy
2025
Q1
$682K Buy
2024
Q4
$510K Buy
2024
Q3
$585K Buy
2024
Q2
$223K Buy
2024
Q1
$290K Buy
2023
Q4
$329K Sell
2023
Q3
$237K Sell
2023
Q2
$234K Sell
2023
Q1
$268K Buy
2022
Q3
Sell
2022
Q2
$265K Buy
2021
Q3
$359K Sell
2021
Q2
$388K Buy
2020
Q4
$603K Sell
2020
Q3
$761K Hold
2020
Q2
$761K Buy
2020
Q1
$672K Sell
2019
Q4
$765K Buy