Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.46M Buy
2025
Q2
Sell
2025
Q1
$1.28M Sell
2024
Q4
$1.46M Buy
2024
Q3
$970K Buy
2024
Q2
$523K Buy
2024
Q1
$482K Buy
2023
Q4
$397K Sell
2023
Q3
$444K Buy
2023
Q2
$422K Buy
2023
Q1
$317K Sell
2022
Q4
$331K Buy
2022
Q3
$291K Sell
2022
Q2
$266K Buy
2022
Q1
$242K Buy
2021
Q4
Sell
2021
Q3
$225K Sell
2021
Q2
$269K Buy
2021
Q1
$229K Buy