Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.57M Sell
2025
Q2
$2.47M Buy
2025
Q1
$2.18M Buy
2024
Q4
$2.02M Sell
2024
Q3
$1.78M Buy
2024
Q2
$1.37M Sell
2024
Q1
$1.54M Buy
2023
Q4
$1.38M Sell
2023
Q3
$1.39M Buy
2023
Q2
$1.26M Sell
2023
Q1
$1.26M Buy
2022
Q4
$1.19M Buy
2022
Q3
$985K Buy
2022
Q2
$927K Buy
2022
Q1
$838K Buy
2021
Q4
$937K Buy
2021
Q3
$614K Sell
2021
Q2
$623K Buy
2021
Q1
$546K Sell
2020
Q4
$464K Buy
2020
Q3
$305K Buy
2020
Q2
$345K Buy