Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$574K Sell
2025
Q2
$944K Sell
2025
Q1
$1.5M Buy
2024
Q4
$790K Sell
2024
Q3
$1.13M Buy
2024
Q2
$615K Sell
2024
Q1
$1.15M Buy
2023
Q4
$1.17M Buy
2023
Q3
$1.06M Buy
2023
Q2
$1M Buy
2023
Q1
$562K Buy
2022
Q4
$378K Buy
2022
Q3
$332K Sell
2022
Q2
$633K Sell
2022
Q1
$454K Buy
2021
Q4
$232K Buy