Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.64M Sell
2025
Q2
$4.59M Buy
2025
Q1
Sell
2024
Q4
$459K Buy
2024
Q3
$351K Sell
2024
Q2
$709K Buy
2024
Q1
$565K Buy
2023
Q4
$430K Sell
2023
Q3
$753K Sell
2023
Q2
$1.03M Sell
2023
Q1
$1.22M Buy
2022
Q4
$805K Buy
2022
Q2
Sell
2022
Q1
$862K Buy
2021
Q4
$632K Buy
2020
Q4
Sell
2020
Q3
$389K Buy