Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.67M Sell
2025
Q2
$3M Sell
2025
Q1
$2.66M Sell
2024
Q4
$3.23M Sell
2024
Q3
$3.46M Sell
2024
Q2
$3.47M Sell
2024
Q1
$3.31M Buy
2023
Q4
$2.72M Sell
2023
Q3
$2.39M Sell
2023
Q2
$2.63M Buy
2023
Q1
$2.06M Buy
2022
Q4
$1.91M Buy
2022
Q3
$1.39M Buy
2022
Q2
Sell
2022
Q1
$259K Sell
2021
Q4
$305K Sell
2021
Q3
$288K Buy
2021
Q2
$272K Buy