Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.06M Sell
2025
Q2
$1.14M Sell
2025
Q1
$1.05M Buy
2024
Q4
$1.17M Buy
2024
Q3
$994K Buy
2024
Q2
$1.01M Sell
2024
Q1
$1.03M Buy
2023
Q4
$725K Buy
2023
Q3
$571K Buy
2023
Q2
$550K Buy
2023
Q1
$415K Sell
2022
Q4
$628K Sell
2022
Q3
$870K Sell
2022
Q2
$919K Sell
2022
Q1
$1.77M Buy
2021
Q4
$779K Buy