Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.77M Sell
2025
Q2
$2.15M Buy
2025
Q1
$243K Buy
2024
Q4
$236K Hold
2024
Q3
$224K Sell
2024
Q2
$207K Buy
2023
Q4
Sell
2023
Q3
$240K Hold
2023
Q2
$276K Hold
2023
Q1
$278K Buy
2022
Q4
$237K Sell
2022
Q3
$231K Hold
2022
Q2
$251K Hold
2022
Q1
$294K Buy
2021
Q4
$203K Buy