Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.18M Sell
2025
Q2
$1.21M Buy
2025
Q1
$1.16M Buy
2024
Q4
$901K Buy
2024
Q3
$776K Buy
2024
Q2
$737K Buy
2024
Q1
$744K Sell
2023
Q4
$719K Sell
2023
Q3
$1.6M Buy
2023
Q2
$1.27M Sell
2023
Q1
$1.22M Buy
2022
Q4
$1.18M Sell
2022
Q3
$992K Buy
2022
Q2
$887K Sell
2022
Q1
$913K Sell
2021
Q4
$1.33M Buy