Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$365K Hold
2025
Q2
$386K Sell
2025
Q1
$2.88M Sell
2024
Q4
$10.6M Sell
2024
Q3
$11.3M Sell
2024
Q2
$10.2M Buy
2024
Q1
$10.9M Sell
2023
Q4
$11.2M Sell
2023
Q3
$9.63M Sell
2023
Q2
$9.46M Buy
2023
Q1
$8.27M Sell
2022
Q4
$6.89M Buy
2022
Q3
$4.44M Buy
2022
Q2
$4.62M Buy
2022
Q1
$7.23M Buy
2021
Q4
$9.39M Buy
2021
Q3
$9.89M Buy
2021
Q2
$6.75M Buy
2021
Q1
$1.3M Buy