Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.97M Sell
2025
Q2
$2.35M Sell
2025
Q1
$1.55M Buy
2024
Q4
$1.23M Buy
2024
Q3
$474K Buy
2024
Q2
$313K Buy
2024
Q1
$265K Hold
2023
Q4
$199K Sell
2023
Q3
$198K Buy
2023
Q2
$185K Sell
2023
Q1
$103K Buy
2022
Q4
Sell
2022
Q3
$147K Buy
2022
Q2
$98K Sell
2022
Q1
$263K Sell
2021
Q4
$364K Sell
2021
Q3
$509K Sell
2021
Q2
$684K Buy
2021
Q1
$445K Buy