Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$563K Sell
2025
Q2
$1.43M Sell
2025
Q1
$2.12M Sell
2024
Q4
$2.19M Buy
2024
Q3
$2.79M Buy
2024
Q2
$1.55M Sell
2024
Q1
$1.54M Buy
2023
Q4
$992K Buy
2023
Q3
$930K Sell
2023
Q2
$1.42M Sell
2023
Q1
$2.01M Buy
2022
Q4
$1.51M Buy
2022
Q3
$679K Buy
2022
Q2
$273K Buy
2022
Q1
$396K Buy