Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.52M Sell
2025
Q2
$2.52M Sell
2025
Q1
$2.64M Buy
2024
Q4
$2.3M Buy
2024
Q3
$2.55M Sell
2024
Q2
$2.42M Buy
2024
Q1
Sell
2023
Q4
$2.09M Buy
2023
Q3
$1.91M Buy
2023
Q2
$1.79M Sell
2023
Q1
$1.82M Buy
2022
Q4
$1.76M Buy
2022
Q3
$502K Buy
2022
Q2
$234K Sell
2022
Q1
$318K Buy
2021
Q4
$311K Buy
2021
Q3
$269K Buy