Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.3M Sell
2025
Q3
$1.22M Sell
2025
Q2
$1.01M Sell
2025
Q1
$790K Sell
2024
Q4
$989K Sell
2024
Q3
$879K Buy
2024
Q2
$848K Buy
2024
Q1
$660K Buy
2023
Q4
Sell
2023
Q3
$388K Buy
2023
Q2
$445K Buy
2023
Q1
$344K Sell
2022
Q4
$289K Sell
2022
Q3
$284K Sell
2022
Q2
$377K Sell
2022
Q1
$598K Sell
2021
Q4
$825K Buy