Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.14M Sell
2025
Q2
$2.96M Buy
2025
Q1
$2.32M Buy
2024
Q4
$2.86M Buy
2024
Q3
$1.4M Buy
2024
Q2
$572K Buy
2024
Q1
$502K Buy
2023
Q4
$669K Sell
2023
Q3
$680K Sell
2023
Q2
$714K Buy
2023
Q1
$432K Buy
2022
Q4
$237K Buy
2022
Q3
$505K Buy
2022
Q2
$417K Buy
2022
Q1
$547K Buy
2021
Q4
$481K Buy
2021
Q3
$341K Hold
2021
Q2
$299K Buy
2021
Q1
$274K Buy
2020
Q4
$313K Buy