Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.24M Sell
2025
Q2
$1.45M Sell
2025
Q1
$1.22M Sell
2024
Q4
$1.09M Sell
2024
Q3
$1.13M Buy
2024
Q2
$500K Buy
2024
Q1
$542K Buy
2023
Q4
$427K Buy
2023
Q3
$279K Sell
2023
Q2
$269K Buy
2023
Q1
$253K Buy
2022
Q4
$254K Buy
2022
Q3
$203K Buy
2022
Q2
$236K Buy
2022
Q1
$215K Sell
2021
Q4
$457K Buy