Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$935K Sell
2025
Q2
$803K Sell
2025
Q1
$1.23M Sell
2024
Q4
$1.3M Buy
2024
Q3
$1.04M Sell
2024
Q2
$981K Sell
2024
Q1
$1.02M Sell
2023
Q4
$1.32M Sell
2023
Q3
$1.35M Hold
2023
Q2
$1.51M Buy
2023
Q1
$1.12M Buy
2022
Q4
$1.41M Buy
2022
Q3
$1.13M Sell
2022
Q2
$1.45M Sell
2022
Q1
$2.09M Buy
2021
Q4
$2.1M Sell
2021
Q3
$2.1M Sell
2021
Q2
$2.49M Buy