Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.62M Sell
2025
Q2
$1.67M Buy
2025
Q1
$1.37M Buy
2024
Q4
$706K Sell
2024
Q3
$852K Sell
2024
Q2
$1.77M Buy
2024
Q1
$1.6M Buy
2023
Q4
$318K Sell
2023
Q3
$284K Sell
2023
Q2
$907K Buy
2023
Q1
$846K Sell
2022
Q4
$966K Buy
2022
Q3
$795K Sell
2022
Q2
$945K Sell
2022
Q1
$1.09M Sell
2021
Q4
$999K Buy