Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.02M Sell
2025
Q2
$1.17M Sell
2025
Q1
$1.05M Sell
2024
Q4
$939K Buy
2024
Q3
$709K Sell
2024
Q2
$1.12M Sell
2024
Q1
$1.19M Buy
2023
Q4
$937K Buy
2023
Q3
$693K Buy
2023
Q2
$644K Buy
2023
Q1
$472K Buy
2022
Q4
$354K Buy