Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.09M Sell
2025
Q2
$6.42M Sell
2025
Q1
$5.96M Buy
2024
Q4
$1.13M Buy
2024
Q3
$592K Buy
2024
Q2
Sell
2024
Q1
$1.79M Buy
2023
Q3
Sell
2023
Q2
$901K Buy
2023
Q1
$368K Sell
2022
Q4
$749K Buy
2022
Q3
Sell
2022
Q2
$1.13M Buy
2022
Q1
Sell
2021
Q4
$392K Sell
2021
Q3
$503K Sell
2021
Q2
$724K Buy