Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$743K Sell
2025
Q2
$670K Buy
2025
Q1
$776K Sell
2024
Q4
$1.31M Sell
2024
Q3
$3.17M Sell
2024
Q2
$4.57M Sell
2024
Q1
$5.29M Buy
2023
Q4
$5.59M Sell
2023
Q3
$4.58M Buy
2023
Q2
$2.7M Buy
2023
Q1
$2.36M Buy
2022
Q4
$2.73M Buy
2022
Q3
$1.85M Buy
2022
Q2
$1.53M Buy
2022
Q1
$1.11M Buy
2021
Q4
$1.01M Buy
2021
Q3
$767K Sell
2021
Q2
$959K Buy
2021
Q1
$770K Sell
2020
Q4
$681K Buy
2020
Q3
$493K Buy
2020
Q2
$389K Buy