Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.24M Sell
2025
Q2
$1.29M Sell
2025
Q1
$1.28M Sell
2024
Q4
$1.16M Buy
2024
Q3
$998K Buy
2024
Q2
$930K Sell
2024
Q1
$1M Sell
2023
Q4
$944K Sell
2023
Q3
$965K Buy
2023
Q2
$965K Hold
2023
Q1
$916K Hold
2022
Q4
$844K Sell
2022
Q3
$733K Buy
2022
Q2
$800K Buy
2022
Q1
$886K Buy
2021
Q4
$849K Buy