Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.37M Buy
2025
Q2
$1.32M Sell
2025
Q1
$1.02M Sell
2024
Q4
$1.68M Buy
2024
Q3
$1.16M Sell
2024
Q2
$908K Sell
2024
Q1
$1.16M Buy
2023
Q4
$916K Buy
2023
Q3
$912K Buy
2023
Q2
$770K Sell
2023
Q1
$1.03M Buy
2022
Q4
$992K Buy
2022
Q3
$713K Sell
2022
Q2
$825K Buy
2022
Q1
$1.03M Sell
2021
Q4
$1.32M Sell
2021
Q3
$897K Sell
2021
Q2
$1.03M Buy
2021
Q1
$895K Buy
2020
Q4
$857K Buy
2020
Q3
$642K Buy
2020
Q2
$754K Buy