Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.01M Buy
2025
Q1
$640K Buy
2024
Q4
$320K Sell
2024
Q3
$501K Sell
2024
Q2
$975K Sell
2024
Q1
$1.07M Buy
2023
Q4
$1.01M Sell
2023
Q3
$1.09M Sell
2023
Q2
$1.02M Buy
2023
Q1
$804K Buy
2022
Q4
$861K Sell
2022
Q3
$679K Sell
2022
Q2
$670K Buy
2022
Q1
$630K Buy
2021
Q4
$429K Buy
2021
Q3
$358K Hold
2021
Q2
$358K Buy