Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.3M Sell
2025
Q2
$1.15M Sell
2025
Q1
$1.3M Buy
2024
Q4
$837K Buy
2024
Q3
$735K Buy
2024
Q2
$642K Buy
2024
Q1
$471K Sell
2023
Q4
$574K Sell
2023
Q3
$1.29M Buy
2023
Q2
$1.28M Sell
2023
Q1
$1.17M Buy
2022
Q4
$362K Sell
2022
Q3
$392K Buy
2022
Q2
$376K Buy