Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.04M Buy
2025
Q2
Sell
2025
Q1
$1.4M Buy
2024
Q4
$523K Buy
2024
Q3
$451K Buy
2024
Q2
$258K Buy
2024
Q1
$202K Sell
2023
Q4
$371K Buy
2023
Q3
Sell
2023
Q2
$286K Sell
2023
Q1
$1.35M Buy
2022
Q4
$235K Buy
2022
Q3
Sell
2022
Q2
$212K Buy
2022
Q1
$232K Buy
2021
Q1
Sell
2020
Q4
$208K Buy