Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.13M Sell
2025
Q2
$942K Buy
2025
Q1
$706K Buy
2024
Q4
$877K Buy
2024
Q3
$923K Sell
2024
Q2
$249K Buy
2024
Q1
$273K Buy
2023
Q1
Sell
2022
Q4
$148K Buy
2022
Q1
Sell
2021
Q4
$207K Buy
2021
Q3
$168K Buy
2021
Q2
$157K Buy