Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.31M Sell
2025
Q2
$2.76M Sell
2025
Q1
$2.48M Sell
2024
Q4
$2.42M Buy
2024
Q3
$2.17M Sell
2024
Q2
$2.31M Buy
2024
Q1
$2.17M Buy
2023
Q4
$2.08M Sell
2023
Q3
$2.03M Buy
2023
Q2
$584K Buy
2023
Q1
$197K Sell
2022
Q4
$257K Sell
2022
Q3
$313K Buy