Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$986K Sell
2025
Q2
$979K Buy
2025
Q1
$943K Sell
2024
Q4
$832K Buy
2024
Q3
$923K Buy
2024
Q2
$796K Sell
2024
Q1
$4.06M Buy
2023
Q4
$3.63M Sell
2023
Q3
$4.25M Buy
2023
Q2
$3.78M Buy
2023
Q1
$3.67M Buy
2022
Q4
$2.96M Sell
2022
Q3
$2.91M Sell
2022
Q2
$6.74M Buy
2022
Q1
$5.3M Buy
2021
Q4
$2.7M Sell
2021
Q3
$2.88M Buy