Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$923K Sell
2025
Q2
$951K Sell
2025
Q1
$1.38M Sell
2024
Q4
$1.63M Buy
2024
Q3
$2.09M Sell
2024
Q2
$1.95M Sell
2024
Q1
$2.09M Buy
2023
Q4
$1.61M Buy
2023
Q3
$1.32M Sell
2023
Q2
$1.42M Buy
2023
Q1
$1.96M Buy
2022
Q4
$543K Sell
2022
Q3
$1.21M Buy
2022
Q2
$891K Sell
2022
Q1
$2.12M Buy
2021
Q4
$1.53M Sell
2021
Q3
$11.6M Buy
2021
Q2
$15.6M Buy