Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.44M Buy
2025
Q2
$592K Sell
2025
Q1
$636K Sell
2024
Q4
$1.53M Buy
2024
Q3
$1.52M Buy
2024
Q2
$1.53M Sell
2024
Q1
$1.7M Buy
2023
Q4
$1.36M Buy
2023
Q3
$764K Buy
2023
Q2
$687K Buy
2023
Q1
$473K Buy
2022
Q4
$355K Sell
2022
Q3
$293K Buy
2022
Q2
$317K Sell
2022
Q1
$420K Buy
2021
Q4
$303K Buy
2021
Q3
$253K Buy