Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Sell
2025
Q2
$1.98M Sell
2025
Q1
$1.78M Buy
2024
Q4
$2.33M Sell
2024
Q3
$2.52M Buy
2024
Q2
$1.71M Buy
2024
Q1
$1.7M Buy
2023
Q4
$1.33M Buy
2023
Q3
$1.24M Buy
2023
Q2
$1.4M Buy
2023
Q1
$1.49M Buy
2022
Q4
$1.34M Buy
2022
Q3
$1.41M Buy
2022
Q2
$818K Buy
2022
Q1
$534K Buy
2021
Q4
$298K Buy
2021
Q3
$350K Hold
2021
Q2
$392K Hold
2021
Q1
$327K Sell
2020
Q4
$347K Buy