Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$918K Buy
2025
Q2
$533K Sell
2025
Q1
$684K Buy
2024
Q4
$589K Sell
2024
Q3
$925K Buy
2024
Q2
$1.06M Sell
2024
Q1
$1.53M Buy
2023
Q4
$1.7M Sell
2023
Q3
$1.22M Buy
2023
Q2
$1.04M Buy
2023
Q1
$934K Buy
2022
Q4
$683K Sell
2022
Q3
$715K Buy
2022
Q2
$830K Buy
2022
Q1
$730K Buy
2021
Q4
$712K Buy