Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.69M Sell
2025
Q2
$4.91M Buy
2025
Q1
$1.36M Sell
2024
Q4
$6.27M Buy
2024
Q3
$527K Buy
2024
Q2
$230K Sell
2024
Q1
$298K Sell
2023
Q4
$1.04M Buy
2023
Q3
$33.1K Sell
2023
Q2
$292K Buy
2023
Q1
$144K Sell
2022
Q4
$172K Sell
2022
Q3
$2.74M Buy
2022
Q2
$79K Buy
2022
Q1
$111K Sell
2021
Q4
$107K Sell
2021
Q3
$119K Buy
2021
Q2
$116K Buy
2021
Q1
$86K Buy