Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.21M Buy
2025
Q2
Sell
2025
Q1
$581K Buy
2024
Q4
$856K Buy
2024
Q3
$489K Buy
2024
Q2
$335K Buy
2024
Q1
$273K Sell
2023
Q4
$414K Buy
2023
Q3
$385K Sell
2023
Q2
$624K Buy
2023
Q1
$448K Sell
2022
Q4
$308K Buy
2022
Q3
$571K Sell
2022
Q2
$494K Buy
2022
Q1
$607K Buy
2021
Q4
$538K Buy
2021
Q3
$257K Buy
2021
Q2
$221K Hold
2021
Q1
$217K Buy