Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.34M Buy
2025
Q2
$1.04M Sell
2025
Q1
$1.19M Sell
2024
Q4
$1.01M Sell
2024
Q3
$1.13M Sell
2024
Q2
$987K Buy
2024
Q1
$996K Buy
2023
Q4
$843K Sell
2023
Q3
$835K Hold
2023
Q2
$755K Sell
2023
Q1
$905K Buy
2022
Q4
$775K Buy
2022
Q3
$544K Sell
2022
Q2
$621K Buy
2022
Q1
$623K Buy
2021
Q4
$522K Buy