Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.11M Sell
2025
Q2
$1.19M Buy
2025
Q1
$968K Sell
2024
Q4
$875K Sell
2024
Q3
$891K Buy
2024
Q2
$606K Sell
2024
Q1
$728K Buy
2023
Q4
$507K Sell
2023
Q3
$868K Hold
2023
Q2
$828K Sell
2023
Q1
$824K Sell
2022
Q4
$961K Sell
2022
Q3
$922K Sell
2022
Q2
$1.12M Buy
2022
Q1
$929K Sell
2021
Q4
$988K Sell
2021
Q3
$1.02M Buy
2021
Q1
$1.08M Buy