Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Sell
2025
Q2
$1.06M Buy
2025
Q1
$1.17M Sell
2024
Q4
$1.05M Sell
2024
Q3
$1.38M Sell
2024
Q2
$1.35M Buy
2024
Q1
$500K Sell
2023
Q4
$1.17M Buy
2023
Q3
$1.09M Buy
2023
Q2
$877K Sell
2023
Q1
$998K Buy
2022
Q4
$512K Sell
2022
Q3
$595K Sell
2022
Q2
$706K Buy
2022
Q1
$690K Sell
2021
Q4
$910K Buy