Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.36M Sell
2025
Q2
$1.21M Buy
2025
Q1
$973K Sell
2024
Q4
$1.66M Buy
2024
Q3
$820K Buy
2024
Q2
$388K Buy
2024
Q1
$342K Sell
2023
Q4
$625K Sell
2023
Q3
$857K Buy
2023
Q2
$894K Buy
2023
Q1
$686K Sell
2022
Q4
$418K Sell
2022
Q3
$1.04M Buy
2022
Q2
$878K Buy
2022
Q1
$1.31M Sell
2021
Q4
$1.29M Buy
2021
Q3
$933K Sell
2021
Q2
$838K Sell
2021
Q1
$1.1M Sell
2020
Q4
$1.17M Buy