Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.18M Sell
2025
Q2
$1.26M Buy
2025
Q1
$1.19M Buy
2024
Q4
$1.08M Sell
2024
Q3
$1.15M Buy
2024
Q2
$984K Sell
2024
Q1
$6.76M Sell
2023
Q4
$5.43M Buy
2023
Q3
$882K Hold
2023
Q2
$926K Hold
2023
Q1
$973K Hold
2022
Q4
$878K Hold
2022
Q3
$862K Hold
2022
Q2
$933K Buy