Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.56M Sell
2025
Q2
$2.25M Buy
2025
Q1
$1.38M Sell
2024
Q4
$1.93M Buy
2024
Q3
$1.69M Sell
2024
Q2
$1.52M Sell
2024
Q1
$1.15M Buy
2023
Q4
$578K Buy
2023
Q3
$497K Sell
2023
Q2
$551K Buy
2023
Q1
$352K Sell
2022
Q4
$238K Buy
2022
Q2
Sell
2022
Q1
$230K Buy
2021
Q4
$224K Buy
2021
Q3
Sell
2021
Q2
$220K Buy