Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.41M Sell
2025
Q2
$1.85M Buy
2025
Q1
$1.61M Sell
2024
Q4
$1.92M Buy
2024
Q3
$1.7M Buy
2024
Q2
$1.49M Buy
2024
Q1
$1.32M Buy
2023
Q4
$1.16M Sell
2023
Q3
$1.22M Buy
2023
Q2
$751K Buy
2023
Q1
$589K Sell
2022
Q4
$796K Buy
2022
Q3
$656K Buy
2022
Q2
$232K Buy
2022
Q1
$298K Buy
2021
Q4
$348K Buy
2021
Q3
$236K Buy