Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.39M Sell
2025
Q2
$1.19M Buy
2025
Q1
$849K Sell
2024
Q4
$1.73M Sell
2024
Q3
$1.73M Buy
2024
Q2
$1.72M Sell
2024
Q1
$1.57M Sell
2023
Q4
$1.31M Buy
2023
Q3
$1.06M Buy
2023
Q2
$1.21M Buy
2023
Q1
$1.08M Buy
2022
Q4
$847K Buy
2022
Q3
$773K Buy
2022
Q2
$770K Buy
2022
Q1
$393K Buy
2021
Q4
$295K Buy