Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.07M Sell
2025
Q2
$2.96M Buy
2025
Q1
$2.05M Buy
2024
Q4
$2.5M Sell
2024
Q3
$2.57M Buy
2024
Q2
$2.29M Buy
2024
Q1
$2.25M Buy
2023
Q4
$1.57M Buy
2023
Q3
$128K Hold
2023
Q2
$121K Hold
2023
Q1
$103K Sell
2022
Q4
$108K Sell
2022
Q3
$202K Hold
2022
Q2
$191K Hold
2022
Q1
$230K Hold
2021
Q4
$262K Buy
2021
Q3
$224K Hold
2021
Q2
$224K Buy