Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$907K Buy
2025
Q2
$729K Buy
2025
Q1
$697K Buy
2024
Q4
$769K Sell
2024
Q3
$757K Sell
2024
Q2
$697K Buy
2024
Q1
$461K Sell
2023
Q4
$590K Buy
2023
Q3
$468K Buy
2023
Q2
$402K Sell
2023
Q1
$883K Sell
2022
Q4
$703K Sell
2022
Q3
$754K Sell
2022
Q2
$774K Sell
2022
Q1
$1.03M Hold
2021
Q4
$1.04M Buy