Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$564K Sell
2025
Q3
$633K Hold
2025
Q2
$677K Hold
2025
Q1
$647K Sell
2024
Q4
$4.56M Buy
2024
Q3
$4.38M Sell
2024
Q2
$4.21M Sell
2024
Q1
$3.73M Hold
2023
Q4
$3.36M Sell
2023
Q3
$2.96M Hold
2023
Q2
$2.82M Buy
2023
Q1
$2.47M Buy
2022
Q4
$1.94M Buy
2022
Q3
$1.97M Sell
2022
Q2
$2.1M Sell
2022
Q1
$3.82M Buy