Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3M Sell
2025
Q2
$2.33M Buy
2025
Q1
$1.45M Buy
2024
Q4
$249K Buy
2024
Q3
$242K Buy
2024
Q2
$186K Buy
2024
Q1
$162K Buy
2023
Q4
$136K Sell
2023
Q3
$202K Sell
2023
Q2
$295K Hold
2023
Q1
$230K Buy
2022
Q4
$197K Sell
2022
Q3
$174K Buy
2022
Q2
$198K Buy
2022
Q1
$182K Buy
2021
Q4
$189K Sell
2021
Q3
$197K Sell
2021
Q2
$176K Buy
2021
Q1
$150K Buy
2020
Q4
$122K Buy