Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.43M Sell
2025
Q2
$1.28M Buy
2025
Q1
$818K Buy
2024
Q4
$852K Sell
2024
Q3
$905K Buy
2024
Q2
$749K Buy
2024
Q1
$666K Sell
2023
Q4
$612K Sell
2023
Q3
$667K Buy
2023
Q2
$618K Sell
2023
Q1
$517K Buy
2022
Q4
$411K Buy
2022
Q3
$246K Buy
2022
Q2
$281K Buy
2022
Q1
$333K Buy
2021
Q4
$350K Buy
2021
Q3
$349K Buy