Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$713K Buy
2025
Q2
$617K Buy
2025
Q1
$552K Sell
2024
Q4
$771K Sell
2024
Q3
$869K Sell
2024
Q2
$865K Sell
2024
Q1
$1.87M Sell
2023
Q4
$1.86M Sell
2023
Q3
$1.76M Sell
2023
Q2
$2.32M Buy
2023
Q1
$2.41M Buy
2022
Q4
$2.25M Buy
2022
Q3
$2.29M Buy
2022
Q2
$2.29M Buy
2022
Q1
$2.21M Buy
2021
Q4
$2M Buy