Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.74M Sell
2025
Q2
$2.1M Buy
2025
Q1
$546K Sell
2024
Q4
$1.51M Sell
2024
Q3
$1.42M Buy
2024
Q2
$1.19M Hold
2024
Q1
$1.15M Buy
2023
Q4
$872K Hold
2023
Q3
$729K Hold
2023
Q2
$772K Sell
2023
Q1
$722K Hold
2022
Q4
$589K Buy
2022
Q3
$446K Sell
2022
Q2
$539K Buy
2022
Q1
$380K Sell
2021
Q4
$489K Sell
2021
Q3
$569K Buy
2021
Q2
$535K Buy