Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.96M Sell
2025
Q2
$1.76M Buy
2024
Q4
$2.58M Buy
2024
Q3
$2.6M Sell
2024
Q2
$3.36M Buy
2024
Q1
$911K Sell
2023
Q4
$2.03M Buy
2023
Q3
$911K Buy
2023
Q2
$540K Sell
2023
Q1
$700K Buy
2022
Q4
$669K Buy
2022
Q3
$563K Buy
2022
Q2
$245K Buy
2022
Q1
$231K Buy
2021
Q4
$250K Sell
2021
Q3
$465K Sell
2021
Q2
$468K Buy
2021
Q1
$404K Buy