Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.56M Buy
2025
Q2
$467K Sell
2025
Q1
$678K Buy
2024
Q4
$268K Buy
2024
Q3
$231K Sell
2024
Q2
$1.31M Buy
2024
Q1
$1.13M Buy
2023
Q2
Sell
2023
Q1
$3.19M Sell
2022
Q4
$6.72M Buy
2022
Q3
Sell
2022
Q2
$778K Sell
2022
Q1
$1.46M Buy
2021
Q2
Sell
2021
Q1
$1.25M Buy
2020
Q4
Sell
2020
Q3
$812K Buy