Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.23M Sell
2025
Q2
$1.14M Sell
2025
Q1
$1.03M Buy
2024
Q4
$1.07M Buy
2024
Q3
$881K Sell
2024
Q2
$1.21M Hold
2024
Q1
$1.26M Sell
2023
Q4
$1.65M Sell
2023
Q3
$1.34M Hold
2023
Q2
$1.35M Sell
2023
Q1
$1.22M Buy
2022
Q4
$318K Buy
2022
Q3
$274K Buy
2022
Q2
$275K Buy
2022
Q1
$191K Buy
2021
Q4
$167K Sell
2021
Q3
$197K Sell
2021
Q2
$263K Buy