Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.32M Hold
2025
Q2
$1.3M Sell
2025
Q1
$1.26M Sell
2024
Q4
$1.16M Buy
2024
Q3
$644K Buy
2024
Q2
$461K Sell
2024
Q1
$453K Buy
2023
Q4
$352K Sell
2023
Q3
$433K Buy
2023
Q2
$449K Buy
2023
Q1
$465K Buy
2022
Q4
$522K Sell
2022
Q3
$605K Sell
2022
Q2
$805K Buy
2022
Q1
$916K Buy
2021
Q4
$1.05M Buy