Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.44M Sell
2025
Q1
$1.87M Buy
2024
Q4
$1.04M Sell
2024
Q3
$1.11M Buy
2024
Q2
$1.06M Buy
2024
Q1
$999K Buy
2023
Q4
$1.04M Buy
2023
Q3
$839K Buy
2023
Q2
$783K Sell
2023
Q1
$875K Buy
2022
Q4
$532K Sell
2022
Q3
$671K Buy
2022
Q2
$622K Buy
2022
Q1
$381K Sell
2021
Q4
$623K Buy
2021
Q3
$371K Buy
2021
Q2
$244K Buy