Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.62M Sell
2025
Q2
$2.41M Sell
2025
Q1
$2.18M Sell
2024
Q4
$2.85M Sell
2024
Q3
$2.9M Buy
2024
Q2
$2.45M Sell
2024
Q1
$2.4M Buy
2023
Q4
$2.39M Sell
2023
Q3
$2.25M Buy
2023
Q2
$1.99M Buy
2023
Q1
$1.78M Buy
2022
Q4
$1.79M Buy
2022
Q3
$1.61M Sell
2022
Q2
$1.82M Buy
2022
Q1
$537K Buy
2021
Q4
$229K Buy