Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.74M Buy
2025
Q2
$1.29M Buy
2024
Q4
Sell
2024
Q3
$1.82M Sell
2024
Q2
$1.97M Buy
2024
Q1
$1.68M Sell
2023
Q4
$3.11M Hold
2023
Q3
$2.56M Sell
2023
Q2
$3.31M Sell
2023
Q1
$3.17M Buy
2022
Q4
$1.45M Hold
2022
Q3
$1.46M Buy
2022
Q2
$804K Sell
2022
Q1
$1.74M Buy
2021
Q4
$582K Hold
2021
Q3
$576K Buy
2020
Q1
Sell
2019
Q4
$1.68M Buy
2019
Q3
$1.2M Buy