Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$835K Sell
2025
Q2
$508K Sell
2025
Q1
$1.76M Sell
2024
Q4
$1.99M Sell
2024
Q3
$1.7M Buy
2024
Q2
$842K Buy
2024
Q1
$712K Buy
2023
Q4
$736K Buy
2023
Q3
$237K Sell
2023
Q2
$856K Sell
2023
Q1
$890K Sell
2022
Q4
$946K Buy
2022
Q3
$1.12M Buy
2022
Q2
$172K Sell
2022
Q1
$224K Buy
2021
Q4
$122K Buy