Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.94M Sell
2025
Q2
$1.72M Sell
2025
Q1
$1.77M Sell
2024
Q4
$1.86M Sell
2024
Q3
$1.51M Buy
2024
Q2
$1.45M Buy
2024
Q1
$897K Buy
2023
Q4
$733K Sell
2023
Q3
$816K Buy
2023
Q2
$918K Buy
2023
Q1
$826K Buy
2022
Q4
$666K Buy
2022
Q3
$627K Sell
2022
Q2
$843K Sell
2022
Q1
$924K Buy
2021
Q4
$1.19M Sell
2021
Q3
$1.09M Buy
2021
Q2
$934K Buy