Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.59M Sell
2025
Q2
$2.69M Sell
2025
Q1
$2.72M Sell
2024
Q4
$2.27M Buy
2024
Q3
$1.6M Buy
2024
Q2
$691K Buy
2024
Q1
$525K Sell
2023
Q4
$516K Buy
2023
Q3
$463K Buy
2023
Q2
$509K Sell
2023
Q1
$606K Sell
2022
Q4
$579K Sell
2022
Q3
$803K Buy
2022
Q2
$754K Buy