Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.51M Sell
2025
Q2
$1.36M Buy
2025
Q1
$1.19M Buy
2024
Q4
$925K Buy
2024
Q3
$1.04M Hold
2024
Q2
$1.03M Buy
2024
Q1
$954K Sell
2023
Q4
$840K Sell
2023
Q3
$759K Buy
2023
Q2
$675K Sell
2023
Q1
$642K Buy
2022
Q4
$657K Hold
2022
Q3
$456K Buy
2022
Q2
$492K Buy
2022
Q1
$137K Sell
2021
Q4
$191K Buy