Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.79M Sell
2025
Q2
$1.82M Buy
2025
Q1
$1.27M Buy
2024
Q4
$968K Sell
2024
Q3
$1.12M Buy
2024
Q2
$997K Buy
2024
Q1
$1.03M Buy
2023
Q4
$890K Sell
2023
Q3
$820K Buy
2023
Q2
$817K Buy
2023
Q1
$584K Buy
2022
Q4
$369K Buy
2022
Q3
$302K Buy
2022
Q2
Sell
2022
Q1
$230K Buy
2021
Q4
$206K Buy