Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.09M Sell
2025
Q2
$957K Buy
2025
Q1
$527K Sell
2024
Q4
$1.73M Sell
2024
Q3
$1.65M Buy
2024
Q2
$1.65M Buy
2024
Q1
$792K Buy
2023
Q4
$342K Sell
2023
Q3
$305K Buy
2023
Q2
$275K Buy
2022
Q3
Sell
2022
Q2
$3.08M Buy
2022
Q1
$1.14M Sell
2021
Q4
$1.74M Sell
2021
Q3
$1.6M Buy
2021
Q2
Sell
2021
Q1
$356K Sell
2020
Q4
$475K Buy
2020
Q3
Sell
2020
Q2
$255K Buy