Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.56M Sell
2025
Q1
$5.05M Buy
2024
Q4
$3.33M Buy
2024
Q3
$1.98M Sell
2024
Q2
$6.99M Buy
2024
Q1
$294K Buy
2023
Q4
$201K Buy
2023
Q3
$186K Buy
2023
Q2
$201K Sell
2023
Q1
$308K Sell
2022
Q4
$2.95M Buy
2022
Q3
$2.59M Buy
2022
Q2
Sell
2022
Q1
$163K Hold
2021
Q4
$173K Hold
2021
Q3
$167K Buy
2020
Q4
Sell
2020
Q3
$12K Buy