Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$882K Sell
2025
Q2
$856K Buy
2025
Q1
$968K Buy
2024
Q4
$1.07M Sell
2024
Q3
$1.28M Sell
2024
Q2
$1.58M Sell
2024
Q1
$1.7M Sell
2023
Q4
$1.65M Sell
2023
Q3
$1.6M Sell
2023
Q2
$1.86M Sell
2023
Q1
$1.73M Sell
2022
Q4
$1.81M Sell
2022
Q3
$1.42M Hold
2022
Q2
$1.5M Buy
2022
Q1
$1.34M Sell
2021
Q4
$1.26M Buy