Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$992K Sell
2025
Q2
$1.9M Sell
2025
Q1
$3.64M Sell
2024
Q4
$4.54M Buy
2024
Q3
$4.27M Buy
2024
Q2
$4.03M Buy
2024
Q1
$1.64M Buy
2023
Q4
$58.7K Buy
2023
Q3
$48.2K Buy
2023
Q2
$42.3K Hold
2023
Q1
$33.5K Hold
2022
Q4
$37K Sell
2022
Q3
$41K Sell
2022
Q2
$56K Sell
2022
Q1
$96K Hold
2021
Q4
$76K Hold
2021
Q3
$81K Hold
2021
Q2
$92K Sell
2021
Q1
$158K Buy