Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.04M Sell
2025
Q2
$1.72M Sell
2025
Q1
$1.31M Sell
2024
Q4
$1.21M Sell
2024
Q3
$1.5M Buy
2024
Q2
$1.53M Buy
2024
Q1
$1.28M Sell
2023
Q4
$1.1M Sell
2023
Q3
$877K Sell
2023
Q2
$969K Buy
2023
Q1
$685K Buy
2022
Q4
$617K Buy
2022
Q3
$412K Buy
2022
Q2
$365K Buy
2022
Q1
$407K Buy
2021
Q4
$429K Buy