Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.78M Sell
2025
Q2
$2.54M Sell
2025
Q1
$4.64M Sell
2024
Q4
$6.26M Sell
2024
Q3
$5.67M Buy
2024
Q2
$5.63M Buy
2024
Q1
$4.05M Sell
2023
Q4
$2.59M Buy
2023
Q3
$1.7M Buy
2023
Q2
$1.64M Sell
2023
Q1
$1.32M Sell
2022
Q4
$771K Buy
2022
Q3
$558K Buy
2022
Q2
$633K Buy
2022
Q1
$821K Buy
2021
Q4
$346K Buy
2021
Q3
$233K Buy