Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.69M Buy
2025
Q2
$1.71M Buy
2025
Q1
$1.66M Sell
2024
Q4
$1.52M Sell
2024
Q3
$1.35M Buy
2024
Q2
$1.2M Sell
2024
Q1
$1.31M Sell
2023
Q4
$1.42M Hold
2023
Q3
$1.25M Sell
2023
Q2
$1.3M Hold
2023
Q1
$1.23M Buy
2022
Q4
$1.08M Hold
2022
Q3
$922K Sell
2022
Q2
$1.03M Sell
2022
Q1
$1.17M Buy
2021
Q4
$1.13M Buy