Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.06M Buy
2025
Q2
$846K Sell
2025
Q1
$965K Buy
2024
Q4
$750K Sell
2024
Q3
$855K Sell
2024
Q2
$839K Buy
2024
Q1
$884K Buy
2023
Q4
$733K Buy
2023
Q3
$665K Sell
2023
Q2
$622K Sell
2023
Q1
$756K Sell
2022
Q4
$793K Sell
2022
Q3
$681K Sell
2022
Q2
$5.13M Sell
2022
Q1
$8.29M Sell
2021
Q4
$7.18M Buy
2021
Q3
$5.41M Buy