Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.04M Sell
2025
Q2
$758K Buy
2025
Q1
$543K Sell
2024
Q4
$1.26M Sell
2024
Q3
$957K Buy
2024
Q2
$625K Buy
2024
Q1
$658K Hold
2023
Q4
$658K Sell
2023
Q3
$681K Buy
2023
Q2
$1.1M Sell
2023
Q1
$365K Buy
2021
Q3
Sell
2021
Q2
$20.4K Buy