Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.04M Sell
2025
Q2
$934K Sell
2025
Q1
$790K Buy
2024
Q4
$1.13M Buy
2024
Q3
$677K Sell
2024
Q2
$537K Sell
2024
Q1
$489K Sell
2023
Q4
$6.2M Buy
2023
Q3
$746K Sell
2023
Q2
$781K Buy
2023
Q1
$588K Sell
2022
Q4
$387K Buy
2022
Q3
$814K Buy
2022
Q2
$316K Buy
2022
Q1
$349K Hold
2021
Q4
$349K Buy
2021
Q3
$240K Buy