Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.58M Hold
2025
Q1
$1.42M Hold
2024
Q4
$1.51M Sell
2024
Q3
$1.64M Hold
2024
Q2
$1.66M Sell
2024
Q1
$1.8M Hold
2023
Q4
$1.88M Buy
2022
Q3
$1.17M Buy
2022
Q2
$1.26M Sell
2022
Q1
$1.68M Buy
2021
Q4
$2.12M Sell
2021
Q3
$1.86M Hold
2021
Q2
$1.9M Buy