Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.86M Sell
2025
Q2
$1.32M Buy
2025
Q1
$1.19M Buy
2024
Q4
$882K Buy
2024
Q3
$996K Sell
2024
Q2
$930K Sell
2024
Q1
$767K Buy
2023
Q4
$692K Sell
2023
Q3
$721K Sell
2023
Q2
$699K Sell
2023
Q1
$800K Buy
2022
Q4
$1.19M Sell
2022
Q3
$844K Buy
2022
Q2
$936K Buy
2022
Q1
$821K Sell
2021
Q4
$829K Sell
2021
Q3
$864K Sell
2021
Q2
$975K Buy
2021
Q1
$583K Sell
2020
Q4
$728K Buy