Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.35M Sell
2025
Q2
$1.2M Sell
2025
Q1
$1.41M Sell
2024
Q4
$1.26M Buy
2024
Q3
$346K Sell
2024
Q2
$403K Sell
2024
Q1
$776K Sell
2023
Q4
$871K Sell
2023
Q3
$988K Buy
2023
Q2
$848K Sell
2023
Q1
$1M Sell
2022
Q4
$980K Sell
2022
Q3
$1.07M Sell
2022
Q2
$1.73M Sell
2022
Q1
$1.85M Sell
2021
Q4
$1.84M Buy