Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$870K Sell
2025
Q2
$871K Sell
2025
Q1
$1.44M Buy
2024
Q4
$1.47M Buy
2024
Q3
$1.58M Sell
2024
Q2
$1.61M Sell
2024
Q1
$1.43M Buy
2023
Q4
$1.31M Buy
2023
Q3
$1.11M Sell
2023
Q2
$1.59M Buy
2023
Q1
$543K Buy
2022
Q4
$493K Buy
2022
Q3
$492K Buy
2022
Q2
$592K Buy
2022
Q1
$481K Buy
2021
Q4
$330K Buy