Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.52M Buy
2025
Q2
$1.13M Buy
2025
Q1
$874K Sell
2024
Q4
$996K Sell
2024
Q3
$1.1M Buy
2024
Q2
$889K Sell
2024
Q1
$1.1M Buy
2023
Q4
$360K Sell
2023
Q3
$318K Sell
2023
Q2
$304K Sell
2023
Q1
$484K Sell
2022
Q4
$684K Buy
2022
Q3
$410K Buy
2022
Q2
$310K Sell
2022
Q1
$597K Sell
2021
Q4
$987K Buy
2021
Q3
$550K Buy
2021
Q2
$454K Buy
2021
Q1
$323K Buy