Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$430K Sell
2025
Q2
$1.65M Sell
2025
Q1
$1.77M Sell
2024
Q4
$2.02M Buy
2024
Q3
$2.11M Buy
2024
Q2
$1.57M Sell
2024
Q1
$1.64M Buy
2023
Q4
$1.61M Buy
2023
Q3
$1.32M Buy
2023
Q2
$468K Sell
2023
Q1
$1.09M Sell
2022
Q4
$1.52M Buy
2022
Q3
$941K Sell
2022
Q2
$1.18M Buy
2022
Q1
$960K Buy
2021
Q4
$1.02M Buy