Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$946K Buy
2025
Q2
$819K Sell
2025
Q1
$934K Buy
2024
Q4
$806K Buy
2024
Q3
$720K Sell
2024
Q2
$1.03M Sell
2024
Q1
$1.13M Buy
2023
Q4
$1.05M Buy
2023
Q3
$1.12M Sell
2023
Q2
$1.53M Buy
2023
Q1
$631K Sell
2022
Q4
$684K Sell
2022
Q3
$693K Buy
2022
Q2
$687K Buy
2022
Q1
$669K Sell
2021
Q4
$689K Sell
2021
Q3
$798K Buy