Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.76M Sell
2025
Q2
$1.6M Buy
2025
Q1
$1.15M Sell
2024
Q4
$1.3M Buy
2024
Q3
$914K Sell
2024
Q2
$1.14M Buy
2024
Q1
$914K Sell
2023
Q4
$785K Sell
2023
Q3
$717K Sell
2023
Q2
$860K Buy
2023
Q1
Sell
2022
Q4
$1.06M Buy
2022
Q3
$763K Buy
2022
Q2
$583K Buy
2022
Q1
$525K Buy
2021
Q4
$277K Sell
2021
Q3
$249K Buy