Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.25M Sell
2025
Q2
$1.19M Sell
2025
Q1
$939K Sell
2024
Q4
$1.07M Sell
2024
Q3
$1.35M Sell
2024
Q2
$1.37M Sell
2024
Q1
$1.49M Buy
2023
Q4
$1.16M Buy
2023
Q3
$581K Sell
2023
Q2
$546K Sell
2023
Q1
$446K Buy
2022
Q4
$333K Hold
2022
Q3
$333K Buy
2022
Q2
Sell
2022
Q1
$314K Buy