Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.28M Sell
2025
Q2
$6.49M Sell
2025
Q1
$6.53M Sell
2024
Q4
$7.02M Sell
2024
Q3
$7.42M Buy
2024
Q2
$113K Sell
2024
Q1
$134K Sell
2023
Q4
$128K Buy
2023
Q3
$107K Sell
2023
Q2
$129K Sell
2023
Q1
$127K Sell
2022
Q4
$117K Buy
2022
Q3
$103K Buy
2022
Q2
$99K Buy
2022
Q1
$113K Hold
2021
Q4
$131K Buy
2021
Q3
$44K Buy