Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.19M Sell
2025
Q2
$1.52M Buy
2025
Q1
$1.21M Sell
2024
Q4
$1.27M Sell
2024
Q3
$2.02M Sell
2024
Q2
$1.79M Buy
2024
Q1
$2.02M Buy
2023
Q4
$1.44M Buy
2023
Q3
$784K Buy
2023
Q2
$758K Sell
2023
Q1
$987K Buy
2022
Q4
$997K Buy
2022
Q3
$793K Buy
2022
Q2
$551K Buy
2022
Q1
$463K Buy
2021
Q4
$324K Buy
2021
Q3
$245K Buy