Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.06M Buy
2025
Q1
Sell
2024
Q4
$1.63M Buy
2024
Q3
$1.14M Sell
2024
Q2
$1.02M Buy
2024
Q1
Sell
2023
Q4
$267K Sell
2023
Q3
$304K Buy
2023
Q1
Sell
2022
Q4
$309K Buy
2022
Q3
$279K Buy
2022
Q2
Sell
2022
Q1
$395K Buy
2021
Q2
Sell
2021
Q1
$257K Buy