Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$925K Sell
2025
Q2
$998K Sell
2025
Q1
$1.08M Sell
2024
Q4
$941K Sell
2024
Q3
$1.07M Sell
2024
Q2
$1.26M Hold
2024
Q1
$1.17M Sell
2023
Q4
$1.38M Sell
2023
Q3
$1.38M Sell
2023
Q2
$1.3M Sell
2023
Q1
$1.3M Sell
2022
Q4
$1.28M Buy