Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.24M Sell
2025
Q1
$2.12M Buy
2024
Q4
$1.96M Buy
2024
Q3
$1.78M Buy
2024
Q2
$1.41M Buy
2024
Q1
$1.47M Buy
2023
Q4
$1.53M Sell
2023
Q3
$1.32M Buy
2023
Q2
$1.24M Sell
2023
Q1
$1.26M Buy
2022
Q4
$711K Buy
2022
Q3
$346K Buy
2022
Q2
$347K Buy
2022
Q1
$439K Buy
2021
Q4
$306K Buy