Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.37M Sell
2025
Q2
$2.14M Hold
2025
Q1
$1.93M Hold
2024
Q4
$2.12M Buy
2024
Q3
$1.81M Sell
2024
Q2
$3.43M Buy
2024
Q1
$3.03M Buy
2023
Q4
$2.35M Sell
2023
Q3
$2.53M Buy
2023
Q2
$556K Hold
2023
Q1
$540K Buy
2022
Q4
$277K Hold
2022
Q3
$346K Hold
2022
Q2
$289K Hold
2022
Q1
$557K Hold
2021
Q4
$539K Buy