Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.18M Sell
2025
Q2
$1.67M Buy
2025
Q1
$1.34M Buy
2024
Q4
$2M Sell
2024
Q3
$2.39M Buy
2024
Q2
$1.79M Sell
2024
Q1
$1.69M Buy
2023
Q4
$2.19M Sell
2023
Q3
$2.21M Buy
2023
Q2
$2.29M Buy
2023
Q1
$1.64M Sell
2022
Q4
$1.07M Sell
2022
Q3
$2.32M Buy
2022
Q2
$1.91M Buy
2022
Q1
$1.51M Sell
2021
Q4
$1.54M Buy
2021
Q3
$1.05M Hold
2021
Q2
$921K Hold
2021
Q1
$905K Buy
2020
Q4
$830K Buy
2020
Q3
$493K Hold
2020
Q2
$249K Buy