Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.68M Hold
2025
Q1
$1.51M Hold
2024
Q4
$1.62M Hold
2024
Q3
$1.56M Buy
2023
Q4
Sell
2023
Q3
$1.3M Hold
2023
Q2
$1.43M Hold
2023
Q1
$1.46M Buy
2022
Q4
$605K Hold
2022
Q3
$570K Buy
2022
Q1
Sell
2021
Q4
$1.58M Buy