Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$488K Sell
2025
Q2
$925K Sell
2025
Q1
$550K Buy
2024
Q4
$1.68M Hold
2024
Q3
$1.96M Hold
2024
Q2
$1.67M Buy
2024
Q1
$1.46M Hold
2023
Q4
$1.69M Buy
2023
Q3
$1.46M Buy
2023
Q2
$1.17M Buy
2023
Q1
Sell
2022
Q4
$1.3M Sell
2022
Q3
$936K Buy
2022
Q2
$210K Sell
2022
Q1
$1.27M Sell
2021
Q4
$2.4M Buy