Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.6M Buy
2024
Q4
Sell
2024
Q3
$442K Hold
2024
Q2
$341K Hold
2024
Q1
$364K Sell
2023
Q4
$4.08M Buy
2023
Q3
$3.15M Buy
2023
Q2
$2.91M Buy
2023
Q1
$2.06M Sell
2022
Q4
$2.26M Buy
2022
Q3
$1.48M Buy
2022
Q2
$1.48M Buy
2022
Q1
$1.61M Hold
2021
Q4
$2.13M Hold
2021
Q3
$1.73M Hold
2021
Q2
$1.79M Hold
2021
Q1
$1.7M Sell
2020
Q4
$1.56M Buy