Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$766K Buy
2025
Q2
$696K Buy
2025
Q1
$583K Buy
2024
Q4
$599K Sell
2024
Q3
$1.22M Sell
2024
Q2
$1.19M Sell
2024
Q1
$1.19M Buy
2023
Q4
$1.03M Sell
2023
Q3
$1.43M Sell
2023
Q2
$1.61M Sell
2023
Q1
$1.83M Buy
2022
Q4
$1.02M Sell
2022
Q3
$882K Sell
2022
Q2
$1.07M Buy
2022
Q1
$1.05M Sell
2021
Q4
$1.22M Buy