Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.7M Buy
2025
Q2
$214K Sell
2025
Q1
$1.29M Sell
2024
Q4
$1.11M Buy
2024
Q3
$1.21M Buy
2024
Q2
$1.04M Hold
2024
Q1
$1.11M Buy
2023
Q4
$798K Hold
2023
Q3
$768K Hold
2023
Q2
$694K Hold
2023
Q1
$821K Hold
2022
Q4
$832K Hold
2022
Q3
$691K Sell
2022
Q2
$1.23M Sell
2022
Q1
$1.4M Hold
2021
Q4
$1.17M Hold
2021
Q3
$929K Sell
2021
Q2
$975K Sell
2021
Q1
$967K Sell
2020
Q4
$1M Buy