Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.44M Sell
2025
Q2
$1.23M Buy
2025
Q1
$1.01M Buy
2024
Q4
$1.04M Buy
2024
Q3
$992K Buy
2024
Q2
$1M Buy
2024
Q1
$904K Sell
2023
Q4
$714K Buy
2023
Q3
$549K Buy
2023
Q2
$614K Sell
2023
Q1
$606K Sell
2022
Q4
$507K Buy
2022
Q2
Sell
2022
Q1
$252K Buy
2021
Q4
$211K Buy