Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.55M Sell
2025
Q2
$1.7M Sell
2025
Q1
$1.43M Sell
2024
Q4
$1.41M Sell
2024
Q3
$1.52M Sell
2024
Q2
$1.2M Buy
2024
Q1
$1.33M Sell
2023
Q4
$1.2M Buy
2023
Q3
$1.02M Buy
2023
Q2
$962K Sell
2023
Q1
$944K Buy
2022
Q4
$973K Buy
2022
Q3
$751K Buy
2022
Q2
$764K Buy
2022
Q1
$672K Buy
2021
Q4
$434K Buy