Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$922K Sell
2025
Q2
$1.9M Sell
2025
Q1
$1.32M Sell
2024
Q4
$2.03M Buy
2024
Q3
$1.18M Sell
2024
Q2
$1.18M Buy
2024
Q1
$646K Sell
2023
Q4
$2M Buy
2023
Q3
$1.04M Buy
2023
Q2
$758K Buy
2023
Q1
$18K Hold
2022
Q4
$23K Hold
2022
Q3
$28K Sell
2022
Q2
$350K Sell
2022
Q1
$1.88M Buy