Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.71M Sell
2025
Q2
$1.52M Buy
2025
Q1
$990K Sell
2024
Q4
$1.51M Sell
2024
Q3
$2.37M Buy
2024
Q2
$1.38M Sell
2024
Q1
$2.37M Buy
2023
Q4
$2.41M Buy
2023
Q3
$1.85M Buy
2023
Q2
$1.83M Buy
2023
Q1
$621K Buy
2022
Q4
$501K Sell
2022
Q3
$626K Sell
2022
Q2
$919K Buy
2022
Q1
$1.48M Buy
2021
Q4
$600K Buy