Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.04M Buy
2025
Q2
Sell
2025
Q1
$1.04M Buy
2024
Q4
$878K Sell
2024
Q3
$801K Sell
2024
Q2
$696K Buy
2024
Q1
$579K Buy
2023
Q3
$369K Hold
2023
Q2
$392K Hold
2023
Q1
$473K Buy
2022
Q4
Sell
2022
Q3
$389K Buy
2022
Q2
$526K Buy
2021
Q4
$416K Buy