Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.37M Buy
2025
Q2
$519K Sell
2025
Q1
$295K Sell
2024
Q4
$321K Sell
2024
Q3
$296K Buy
2024
Q2
$237K Buy
2024
Q1
$219K Sell
2023
Q4
$263K Buy
2023
Q3
Sell
2023
Q2
$245K Buy
2023
Q1
$273K Buy
2022
Q4
Sell
2022
Q3
$690K Buy
2022
Q2
$348K Buy
2022
Q1
$459K Buy
2021
Q4
$914K Sell
2021
Q3
$1.04M Buy
2021
Q2
$449K Buy