Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.23M Sell
2025
Q2
$1.07M Sell
2025
Q1
$2.93M Buy
2024
Q4
Sell
2024
Q3
$1.81M Buy
2024
Q1
Sell
2023
Q4
$175K Sell
2023
Q3
$154K Buy
2023
Q2
$150K Sell
2023
Q1
$149K Buy
2022
Q4
$131K Buy
2021
Q3
Sell
2021
Q2
$205K Sell
2021
Q1
$254K Buy