Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.09M Sell
2025
Q2
$1.51M Sell
2025
Q1
$1.97M Sell
2024
Q4
$3.09M Sell
2024
Q3
$2.02M Buy
2024
Q2
$1.41M Buy
2024
Q1
Sell
2023
Q4
$1.33M Buy
2023
Q3
$1.19M Buy
2023
Q2
$1.17M Buy
2023
Q1
$609K Sell
2022
Q4
$423K Buy
2022
Q3
$543K Buy
2022
Q2
$334K Buy