Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.58M Sell
2025
Q2
$1.68M Buy
2025
Q1
$1.49M Sell
2024
Q4
$1.43M Buy
2024
Q3
$1.15M Buy
2024
Q2
$1M Sell
2024
Q1
$1.06M Buy
2023
Q4
$995K Buy
2023
Q3
$599K Buy
2023
Q2
$555K Buy
2023
Q1
$561K Buy
2022
Q4
$511K Buy
2022
Q3
$412K Buy
2022
Q2
$434K Sell
2022
Q1
$579K Buy
2021
Q4
$630K Buy