Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$629K Buy
2025
Q2
$480K Sell
2025
Q1
$1.16M Sell
2024
Q4
$1.64M Buy
2024
Q3
$697K Buy
2024
Q2
$469K Sell
2024
Q1
$1.21M Sell
2023
Q4
$4.83M Buy
2023
Q3
$352K Sell
2023
Q2
$528K Sell
2023
Q1
$2.17M Buy
2022
Q4
$2.02M Sell
2022
Q3
$3.33M Buy
2022
Q2
$3.13M Buy
2022
Q1
$30K Sell
2021
Q4
$41K Buy
2021
Q3
$18K Buy