Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$738K Hold
2025
Q2
$717K Buy
2025
Q1
$578K Buy
2024
Q4
$593K Sell
2024
Q3
$598K Buy
2024
Q2
$617K Sell
2024
Q1
$655K Buy
2023
Q4
$883K Sell
2023
Q3
$661K Sell
2023
Q2
$741K Sell
2023
Q1
$9.2M Sell
2022
Q4
$12.8M Buy
2022
Q3
$8.05M Buy
2022
Q2
$8.92M Buy
2022
Q1
$683K Buy
2021
Q4
$647K Buy