Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2024
Q4
Sell
2024
Q3
$1.75M Buy
2024
Q2
$1.04M Buy
2024
Q1
$414K Sell
2023
Q4
$1.09M Buy
2023
Q3
$797K Buy
2023
Q1
Sell
2022
Q4
$901K Buy
2022
Q3
$386K Sell
2022
Q2
$1.62M Buy
2021
Q4
Sell
2021
Q3
$679K Buy
2021
Q2
Sell
2021
Q1
$272K Buy