Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.64M Sell
2025
Q2
$1.74M Buy
2025
Q1
$247K Buy
2024
Q3
Sell
2024
Q2
$2.43M Buy
2024
Q1
$287K Buy
2023
Q4
Sell
2023
Q3
$288K Buy
2023
Q2
$206K Buy
2022
Q1
Sell
2021
Q4
$224K Buy