Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.28M Sell
2025
Q2
$1.19M Sell
2025
Q1
$824K Buy
2024
Q4
$940K Buy
2024
Q3
$730K Sell
2024
Q2
$682K Sell
2024
Q1
$1.02M Sell
2023
Q4
$1.74M Buy
2023
Q3
$1.1M Buy
2023
Q2
$1.11M Buy
2023
Q1
$874K Buy
2022
Q4
$762K Buy
2022
Q3
$231K Buy
2022
Q2
$180K Buy
2021
Q4
Sell
2021
Q3
$286K Buy
2021
Q2
$179K Buy