Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.05M Sell
2025
Q2
$4.25M Sell
2025
Q1
$4.28M Buy
2024
Q4
$2.13M Buy
2024
Q3
$2.07M Sell
2024
Q2
$2.26M Buy
2024
Q1
$2.17M Buy
2023
Q4
$402K Buy
2023
Q3
$291K Sell
2023
Q2
$355K Sell
2023
Q1
$433K Sell
2022
Q4
$546K Buy
2022
Q3
$422K Sell
2022
Q2
$506K Buy
2022
Q1
$537K Sell
2021
Q4
$588K Buy