Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.97M Sell
2025
Q2
$2.16M Sell
2025
Q1
$1.83M Buy
2024
Q4
$1.61M Buy
2024
Q3
$657K Sell
2024
Q2
$1.27M Buy
2024
Q1
$1.39M Buy
2023
Q4
$1.18M Sell
2023
Q3
$1.02M Sell
2023
Q2
$993K Buy
2023
Q1
$879K Sell
2022
Q4
$993K Buy
2022
Q3
$805K Buy
2022
Q2
$950K Buy
2022
Q1
$822K Buy
2021
Q4
$840K Sell
2021
Q3
$856K Buy
2021
Q2
$889K Buy
2021
Q1
$683K Buy