Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$674K Sell
2025
Q2
$1.24M Buy
2025
Q1
Sell
2024
Q4
$824K Sell
2024
Q3
$1.07M Buy
2024
Q2
$689K Buy
2024
Q1
Sell
2023
Q4
$339K Buy
2023
Q3
Sell
2023
Q2
$396K Sell
2023
Q1
$810K Buy
2022
Q4
$288K Buy
2022
Q2
Sell
2022
Q1
$298K Buy
2021
Q4
$230K Buy